行号 | 操作 | 代码 | 转债名称 | 现价 | 涨跌幅 | 5日 涨跌幅 | 20日 涨跌幅 | 60日 涨跌幅 | 120日 涨跌幅 | 250日 涨跌幅 | 今年 涨跌幅 | 正股代码 | 正股名称 | 正股价 | 正股 涨跌 | 正股5日 涨跌幅 | 正股20日 涨跌幅 | 正股60日 涨跌幅 | 正股120日 涨跌幅 | 正股250日 涨跌幅 | 正股今年 涨跌幅 | 转债年化 波动率 | 转债税前 修正久期 | 转债20日 BIAS | 正股20日 BIAS | 正股 PB | 正股 PE | 正股 ROE | 正股 股息率 | 正股 PE温度 | 正股 PB温度 | 有息负债率 | 资产负债率 | 股票质押率 | 正股流通 市值(亿元) | 正股总市值 (亿元) | 2023年 营收(亿元) | 营收同比增长 | 2023年 净利(亿元) | 利润同比增长 | 转股价 | 转股 价值 | 昨日转股 (亿元) | 距离 转股日 | 转股 溢价率 | 债底 溢价率 | 双低 | 下修状态 | 行业 | 地域 | 纯债 价值 | 评级 | 期权 价值 | 正股 波动率 | 回售 触发价 | 强赎 触发价 | 强赎状态 | 到期 赎回价 | 转债流通 市值占比 | 转债总市 值占比 | 基金 持仓 | 到期时间 | 剩余 年限 | 剩余规模 (亿元) | 成交额 (万元) | 正股成交额 (万元) | 换手率 | 正股 换手率 | 到期 税前收益 | 到期 税后收益 | 回售 收益 | 十大持有人 占比 | 流通规模 (亿元) | 流通市值 (亿元) | 剩余本息 | 备注 |
|---|
1 | | 128144 | 利民转债 | 131.900 | 0.65% | -2.66% | 2.25% | 12.83% | 16.74% | 25.98% | 12.83% | 002734 | 利民股份 | 11.28 | 5.22% | -3.01% | 24.37% | 41.53% | 40.48% | 74.38% | 41.53% | 24.64% | 2.041 | 0.72 | 9.20 | 1.56 | 61.30 | 2.23% | 1.76% | 85.79 | 33.02 | 48.54% | 60.02% | 22.14% | 36.79 | 41.56 | 42.24 | -15.80% | 0.62 | -71.67% | 8.35** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 135.09 | 0.000 | - | -2.36% | 23.08% | 129.54 | 0/15 | 30*** 转股价不下修记录
| 农药 | 江苏 | 107.17 | AA | 增强 | 48.78% | 5.85 | 10.86 | 至少还需12天3/15 | 30 | 110.00 | 24.00% | 21.30% | 49.02% | 27-03-01 | 1.91年 | 8.841 | 225483.01 | 67070.65 | 185.46% | 17.94% | -8.48% | -9.47% | 增强 | 23.72% ↓ | 8.841 | 11.661 | 111.50 | - | ||||||||||
2 下修无限制 | | 123132 | 回盛转债 | 228.000 | 18.38% | 50.00% | 97.56% | 114.89% | 125.53% | 119.97% | 114.89% | 300871 | 回盛生物 | 34.99 | 19.83% | 66.62% | 202.42% | 247.81% | 205.06% | 189.06% | 247.81% | 40.11% | 3.332 | 67.43 | 105.15 | 4.21 | -133.55 | 1.10% | 0.75% | -1.00 | 95.28 | 39.04% | 51.13% | 3.58% | 60.32 | 59.88 | 10.20 | -0.31% | 0.17 | -68.16% | 15.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 233.27 | 0.107 | - | -2.26% | 107.82% | 225.74 | 0/15 | 30***** 转股价不下修记录
| 动物保健 | 湖北 | 109.71 | AA- | 增强 | 68.49% | 10.50 | 19.50 | 至少还需9天6/15 | 30 | 115.00 | 7.50% | 7.50% | 26.76% | 27-12-17 | 2.71年 | 4.521 | 1272124.30 | 122948.20 | 1281.1% | 22.08% | -21.65% | -22.54% | 增强 | 33.73% ↓ | 4.521 | 10.308 | 119.00 | 下修无限制 | ||||||||||
3 | | 123249 | 英搏转债 | 183.100 | -4.59% | -6.83% | -16.21% | 25.15% | 83.10% | 83.10% | 25.15% | 300681 | 英搏尔 | 32.52 | -3.84% | -7.06% | -13.23% | 30.76% | 69.55% | 69.29% | 30.76% | 81.62% | 5.760 | -10.01 | -9.47 | 4.36 | 160.99 | 4.63% | 0.09% | 84.98 | 51.04 | 29.05% | 57.75% | 13.32% | 57.50 | 83.20 | 19.63 | -2.12% | 0.82 | 234.33% | 17.46 | 186.25 | 0.000 | 24天 | -1.69% | 82.17% | 181.41 | 0/15 | 30 转股价不下修记录
| 汽车电子电气系统 | 广东 | 100.51 | AA | 增强 | 66.97% | 12.22 | 22.70 | 0/15 | 30 | 110.00 | 14.20% | 9.80% | 1.91% | 30-10-24 | 5.56年 | 8.172 | 42850.37 | 39651.52 | 28.26% | 6.85% | -8.14% | -8.56% | 增强 | 41.10% | 5.481 | 10.036 | 115.10 | - | ||||||||||
4 | | 123241 | 欧通转债 | 259.000 | -5.71% | -11.90% | -22.46% | 5.34% | 87.62% | 159.00% | 5.34% | 300870 | 欧陆通 | 116.99 | -4.07% | -10.84% | -21.54% | 9.56% | 103.53% | 136.13% | 9.56% | 66.81% | 5.870 | -18.67 | -17.66 | 6.08 | 83.09 | 10.52% | 0.27% | 70.48 | 95.84 | 35.24% | 59.99% | 14.80% | 124.49 | 124.49 | 28.70 | 6.17% | 1.96 | 116.46% | 44.56 | 262.55 | 0.000 | - | -1.35% | 170.19% | 257.65 | 0/15 | 30 转股价不下修记录
| 其他电源设备 | 广东 | 95.86 | AA- | 增强 | 76.80% | 31.19 | 57.93 | 不强赎 2025-05-12重新计 | 112.00 | 3.30% | 3.30% | 7.54% | 30-07-05 | 5.26年 | 4.124 | 88510.42 | 35104.26 | 80.48% | 2.79% | -14.37% | -14.80% | 增强 | 61.76% | 4.124 | 10.681 | 115.50 | - | ||||||||||
5 | | 123226 | 中富转债 | 107.880 | -4.52% | -7.00% | -19.13% | -16.54% | -18.21% | -34.59% | -16.54% | 300814 | 中富电路 | 30.33 | -3.90% | -5.90% | -18.51% | -6.45% | -17.36% | -9.25% | -6.45% | 35.71% | 4.246 | -13.13 | -12.73 | 4.89 | 263.74 | 2.32% | 0.35% | 78.20 | 74.82 | 41.85% | 55.98% | - | 57.69 | 57.49 | 12.41 | -19.24% | 0.26 | -73.35% | 27.82* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 109.02 | 0.084 | - | -1.05% | 7.68% | 106.83 | 0/15 | 30* 转股价不下修记录
| 印制电路板 | 广东 | 100.19 | AA- | 增强 | 66.67% | 19.47 | 36.17 | 强赎 2025-04-07最后交易 | 115.00 | 2.10% | 2.10% | 31.15% | 29-10-17 | - | 1.186 | 9619.69 | 12903.75 | 74.11% | 2.21% | - | - | 增强 | 28.07% ↓ | 1.186 | 1.279 | 119.50 | - | ||||||||||
6 | | 123152 | 润禾转债 | 129.990 | -7.16% | -16.73% | -12.29% | -0.19% | 7.30% | 2.65% | -0.19% | 300727 | 润禾材料 | 37.80 | -6.23% | -5.55% | -8.89% | 12.03% | 32.08% | 25.22% | 12.03% | 39.90% | 3.206 | -14.27 | -8.54 | 5.21 | 55.59 | 9.58% | 0.50% | 77.69 | 64.57 | 20.63% | 43.72% | - | 45.77 | 50.97 | 11.35 | -4.03% | 0.82 | -8.80% | 28.81 | 131.20 | 0.004 | - | -0.93% | 28.87% | 129.06 | 0/15 | 30*** 转股价不下修记录
| 有机硅 | 浙江 | 100.87 | A+ | 增强 | 63.38% | 20.17 | 37.45 | 强赎 2025-04-08最后交易 | 118.00 | 1.90% | 1.70% | 23.22% | 28-07-21 | - | 0.863 | 41539.79 | 17195.65 | 361.10% | 3.69% | - | - | 增强 | 30.86% ↓ | 0.863 | 1.122 | 123.50 | - | ||||||||||
7 | | 128072 | 翔鹭转债 | 124.500 | -1.11% | 3.09% | -5.68% | 3.75% | 10.24% | 12.67% | 3.75% | 002842 | 翔鹭钨业 | 7.20 | -0.69% | 5.11% | -2.70% | 15.94% | 9.92% | 4.35% | 15.94% | 27.39% | -1.002 | -3.06 | -2.28 | 2.81 | -15.16 | -14.46% | 0.00% | -1.00 | 50.80 | 55.91% | 60.86% | 19.39% | 18.15 | 22.26 | 17.99 | 7.48% | -1.29 | -212.93% | 5.73** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 125.65 | 0.090 | - | -0.92% | 22.49% | 123.58 | 0/15 | 30** 转股价不下修记录
| 钨 | 广东 | 101.64 | A- | 增强 | 51.28% | 4.01 | 7.45 | 强赎 2025-04-11最后交易 | 110.00 | 5.20% | 4.30% | 8.62% | 25-08-20 | - | 0.947 | 23148.94 | 8268.07 | 194.77% | 4.54% | - | - | 增强 | 36.23% ↑ | 0.947 | 1.179 | 110.00 | - | ||||||||||
8 | | 118046 | 诺泰转债 | 134.271 | -12.55% | -11.54% | -9.92% | -3.98% | -27.00% | -6.24% | -3.98% | 688076 | 诺泰生物 | 57.20 | -4.06% | -7.29% | 4.82% | 10.17% | -23.32% | 1.54% | 10.17% | 43.40% | 4.614 | -8.74 | -0.25 | 4.80 | 28.93 | 8.26% | 0.68% | 11.38 | 67.78 | 33.95% | 40.60% | 0.13% | 125.71 | 125.71 | 10.34 | 58.69% | 1.63 | 26.20% | 42.23 | 135.45 | 0.000 | - | -0.87% | 34.27% | 133.40 | 0/15 | 30 转股价不下修记录
| 原料药 | 江苏 | 100.00 | A+ | 增强 | 51.15% | 29.56 | 54.90 | 已公告强赎 | 115.00 | 1.70% | 1.70% | 19.82% | 29-12-15 | 4.70年 | 2.157 | 54377.11 | 33397.90 | 179.57% | 2.61% | -2.45% | -3.15% | 增强 | 49.41% ↑ | 2.157 | 2.896 | 119.70 | - | ||||||||||
9 | | 127091 | 科数转债 | 153.000 | -2.55% | -1.51% | -19.09% | 21.62% | 33.28% | 26.98% | 21.62% | 002335 | 科华数据 | 42.65 | -2.27% | -1.07% | -18.03% | 47.48% | 62.04% | 46.74% | 47.48% | 40.05% | 4.476 | -13.73 | -13.52 | 4.73 | 83.14 | 12.63% | 0.26% | 93.66 | 76.12 | 32.70% | 61.95% | - | 191.53 | 217.19 | 81.41 | 44.13% | 5.08 | 104.36% | 27.65* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 154.25 | 0.153 | - | -0.81% | 52.51% | 152.19 | 0/15 | 30***** 转股价不下修记录
| 其他电源设备 | 福建 | 100.32 | AA | 增强 | 59.52% | 19.36 | 35.95 | 强赎 2025-04-10最后交易 | 111.00 | 0.80% | 0.70% | 48.69% | 29-08-23 | - | 1.581 | 46019.47 | 89015.87 | 186.62% | 4.60% | - | - | 增强 | 55.09% ↑ | 1.581 | 2.419 | 115.80 | - | ||||||||||
10 | | 123228 | 震裕转债 | 279.499 | -1.72% | -10.73% | 2.17% | 104.30% | 116.46% | 132.51% | 104.30% | 300953 | 震裕科技 | 153.50 | -1.26% | -10.23% | 6.22% | 120.42% | 127.41% | 161.27% | 120.42% | 51.10% | 5.260 | -7.80 | -6.90 | 6.94 | 133.36 | 1.75% | 0.02% | 73.72 | 78.95 | 65.19% | 75.59% | 16.02% | 134.41 | 185.90 | 60.19 | 4.63% | 0.43 | -58.73% | 54.54* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 281.45 | 0.380 | - | -0.69% | 178.94% | 278.81 | 0/15 | 30 转股价不下修记录
| 锂电池 | 浙江 | 100.20 | AA- | 增强 | 66.71% | 38.18 | 70.90 | 强赎 2025-04-17最后交易 | 115.00 | 0.90% | 0.70% | 22.36% | 29-10-20 | - | 1.265 | 236442.29 | 94666.17 | 647.62% | 6.87% | - | - | 增强 | 74.45% ↑ | 1.265 | 3.536 | 119.70 | - | ||||||||||
11 | | 113582 | 火炬转债 | 168.454 | 0.59% | -1.56% | 10.94% | 18.23% | 25.39% | 34.67% | 18.23% | 603678 | 火炬电子 | 40.39 | 0.05% | -1.42% | 26.26% | 32.43% | 47.71% | 83.17% | 32.43% | 31.22% | 1.606 | -0.27 | 2.18 | 3.40 | 110.05 | 5.97% | 0.37% | 92.64 | 28.60 | 17.47% | 25.82% | 0.76% | 187.11 | 186.58 | 35.04 | -1.55% | 3.18 | -60.27% | 23.89 | 169.07 | 0.157 | - | -0.36% | 68.45% | 168.09 | 0/15 | 30 转股价不下修记录
| 军工电子 | 福建 | 100.00 | AA | 增强 | 50.78% | 16.72 | 31.06 | 已公告强赎 | 110.00 | 1.60% | 1.60% | 30.71% | 26-05-27 | 1.15年 | 2.942 | 61004.95 | 39809.51 | 121.57% | 2.11% | -30.33% | -31.57% | 增强 | 50.80% ↑ | 2.942 | 4.956 | 111.80 | - | ||||||||||
12 科创板
下修无限制 无下修历史 2025-03-12 重新计
大股东持股20% 无质押
3.25% 3.67年 28-08-05 3.325亿 25.4% 水务及水治理
公司23年以前每年净利润为0.55亿,23年-0.3亿 24年预估-0.2亿
现金流基本都为-0.7亿,非常差。
资金情况:
货币资金: 1.14亿 合同资产0.4亿 其他流动资产:0.3亿
应收票据和账款为:6.44亿
短期借款3.11亿 应付票据和账款为:2.75亿 一年内到期的非流动负债0.3亿 其他流动负债0.2亿 长期借款1.3亿 应付债券3.12亿
偿债压力巨大,大概率不想还钱
负债率才58.4% 剩余时间又还长 到期收益不是特别高。平时波动很小
75.309 (2024-06-24) 防守特别差, 如果拿固定利息建议104入手 | | 118016 | 京源转债 | 186.078 | -3.84% | 25.22% | 32.31% | 80.07% | 83.17% | 89.31% | 80.07% | 688096 | 京源环保 | 18.25 | -2.82% | 25.43% | 47.42% | 144.64% | 145.30% | 174.02% | 144.64% | 40.38% | 3.654 | 20.67 | 20.88 | 3.77 | -45.40 | -3.50% | 0.00% | -1.00 | 99.81 | 49.64% | 58.43% | - | 30.12 | 29.96 | 3.96 | -22.97% | -0.29 | -155.53% | 9.79 | 186.42 | 0.006 | - | -0.18% | 98.55% | 185.90 | 0/15 | 30** 转股价不下修记录
| 水务及水治理 | 江苏 | 93.72 | A | 增强 | 58.71% | 6.85 | 12.73 | 不强赎 2025-06-28重新计 | 115.00 | 6.90% | 6.90% | 5.78% | 28-08-05 | 3.34年 | 2.080 | 155193.22 | 16370.68 | 399.79% | 5.46% | -12.44% | -13.32% | 增强 | 35.13% ↓ | 2.080 | 3.870 | 120.50 | 科创板
下修无限制 无下修历史 2025-03-12 重新计
大股东持股20% 无质押
3.25% 3.67年 28-08-05 3.325亿 25.4% 水务及水治理
公司23年以前每年净利润为0.55亿,23年-0.3亿 24年预估-0.2亿
现金流基本都为-0.7亿,非常差。
资金情况:
货币资金: 1.14亿 合同资产0.4亿 其他流动资产:0.3亿
应收票据和账款为:6.44亿
短期借款3.11亿 应付票据和账款为:2.75亿 一年内到期的非流动负债0.3亿 其他流动负债0.2亿 长期借款1.3亿 应付债券3.12亿
偿债压力巨大,大概率不想还钱
负债率才58.4% 剩余时间又还长 到期收益不是特别高。平时波动很小
75.309 (2024-06-24) 防守特别差, 如果拿固定利息建议104入手 | ||||||||||
13 | | 111011 | 冠盛转债 | 201.492 | -10.79% | -13.68% | -9.96% | 27.51% | 50.65% | 55.64% | 27.51% | 605088 | 冠盛股份 | 34.30 | -9.55% | -12.21% | -5.59% | 36.76% | 55.77% | 66.89% | 36.76% | 44.93% | 4.156 | -15.60 | -13.66 | 2.58 | 22.52 | 14.85% | 1.71% | 75.60 | 96.65 | 33.22% | 57.28% | - | 60.94 | 62.49 | 31.80 | 8.12% | 2.84 | 19.48% | 17.01 | 201.65 | 0.000 | - | -0.08% | 91.40% | 201.41 | 0/15 | 30 转股价不下修记录
| 底盘与发动机系统 | 浙江 | 105.27 | AA- | 增强 | 50.71% | 11.91 | 22.11 | 不强赎 2025-06-05重新计 | 115.00 | 5.40% | 5.20% | 28.59% | 29-01-03 | 3.76年 | 3.273 | 60542.17 | 31660.14 | 88.78% | 5.03% | -13.21% | -13.94% | 增强 | 40.90% ↓ | 3.273 | 6.595 | 119.30 | - | ||||||||||
14 | | 110079 | 杭银转债 | 128.917 | -0.27% | -0.68% | -0.18% | -0.13% | 5.35% | 14.71% | -0.13% | 600926 | 杭州银行 | 14.64 | -0.34% | 0.07% | -0.14% | 0.21% | 4.76% | 42.74% | 0.21% | 11.13% | 2.105 | -0.33 | -0.25 | 0.70 | 5.66 | 15.57% | 3.34% | 21.07 | 24.83 | 69.81% | 93.42% | 1.01% | 853.04 | 924.13 | 350.16 | 6.33% | 143.83 | 23.15% | 11.35* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 128.99 | 1.216 | - | -0.05% | 22.02% | 128.87 | 0/15 | 30 转股价不下修记录
| 城商行 | 浙江 | 105.65 | AAA | 增强 | 22.30% | - | 14.76 | 至少还需12天4/15 | 30 | 108.00 | 12.20% | 11.30% | 37.73% | 27-03-29 | 1.99年 | 103.990 | 30903.54 | 76814.25 | 2.31% | 0.90% | -7.82% | -8.65% | 增强 | 48.90% ↓ | 103.990 | 134.061 | 109.80 | - | ||||||||||
15 | | 123190 | 道氏转02 | 118.200 | -3.27% | -3.90% | -15.76% | -3.38% | 10.67% | 23.13% | -3.38% | 300409 | 道氏技术 | 15.29 | -3.47% | -3.90% | -14.53% | 12.34% | 9.29% | 56.17% | 12.34% | 34.32% | 3.818 | -6.80 | -6.92 | 2.01 | 99.94 | -0.49% | 1.00% | 85.81 | 25.18 | 46.81% | 53.83% | 0.61% | 102.52 | 116.57 | 72.96 | 6.32% | -0.28 | -132.36% | 12.93* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 118.25 | 0.329 | - | -0.04% | 18.18% | 118.16 | 0/15 | 30**** 转股价不下修记录
| 电池化学品 | 广东 | 100.02 | AA- | 增强 | 60.51% | 9.05 | 16.81 | 强赎 2025-04-09最后交易 | 115.00 | 2.20% | 1.90% | 15.46% | 29-04-07 | - | 2.260 | 5775.06 | 56407.60 | 21.29% | 5.44% | - | - | 增强 | 47.08% ↓ | 2.260 | 2.671 | 120.00 | - | ||||||||||
16 | | 113050 | 南银转债 | 127.699 | 0.11% | 0.27% | 0.33% | -1.72% | -1.40% | 12.26% | -1.72% | 601009 | 南京银行 | 10.50 | 0.57% | 1.35% | 3.14% | -1.41% | -4.64% | 28.41% | -1.41% | 12.52% | 2.281 | 0.39 | 2.46 | 0.65 | 5.93 | 13.12% | 4.77% | 25.97 | 10.15 | 71.22% | 92.83% | 0.22% | 1044.11 | 1162.87 | 451.60 | 1.24% | 185.02 | 0.51% | 8.22 | 127.74 | 0.000 | - | -0.03% | 21.23% | 127.67 | 0/15 | 30 转股价不下修记录
| 城商行 | 江苏 | 105.34 | AAA | 增强 | 21.33% | - | 10.69 | 0/15 | 30 | 107.00 | 10.00% | 9.00% | 25.37% | 27-06-15 | 2.20年 | 104.756 | 22501.74 | 31503.31 | 1.68% | 0.30% | -6.71% | -7.47% | 增强 | 52.43% ↓ | 104.756 | 133.772 | 109.90 | - | ||||||||||
17 转债名称: 亚泰转债
主板类型: 深主板
目前价格: 113.8 到期赎回价112
建议买入价格: 112及以下买入 最差尽量不损失太多本金
溢价率:13%
转债规模: 4.6亿
概念:装饰的 没啥概念
剩余年限: 0.47年 2025-04-17到期
转债占比: 21%
转债历史最低价格:稳定
转债10大持有人合计: 30.43% (很高啦)
债券等级: AA-
下修历史: 有过到底
下修限制:无下修限制
有担保: 有
正股市值:23 (市值较小,正股波动性较好)
大股东持有情况: 64% 家族企业
特殊情况: 无
分红历史: 近几年有过分红历史,分红较大
近5年净利润情况: 每年挣得不多,这4.6对公司非常重要
有无退市风险: 没有
近几年经营现金流: 为正
公司现金:
货币资金3.7亿 没啥短期借款和长期借款,但能还得起钱
资产负债率: 54.7% (非常棒,小于60%)
股权质押:无
公司行业: 装饰设计
缺点:价格高于到期赎回价
目前盈利模式:利用牛市强赎拉到130 以及 拉正股造成负溢价率促进转股 | | 128066 | 亚泰转债 | 113.967 | -0.38% | -2.26% | -12.97% | -2.15% | -0.43% | 2.60% | -2.15% | 002811 | 郑中设计 | 9.56 | -0.62% | -1.85% | -11.89% | 11.55% | 13.81% | 39.89% | 11.55% | 27.50% | -0.483 | -6.44 | -6.44 | 2.66 | -341.43 | -4.09% | 1.85% | -1.00 | 82.05 | 31.43% | 55.70% | - | 27.02 | 29.31 | 10.94 | -0.18% | -0.48 | 72.30% | 8.39* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 113.95 | 0.051 | - | 0.02% | 1.86% | 113.99 | 0/15 | 30*** 转股价不下修记录
| 装修装饰 | 广东 | 111.89 | AA- | 增强 | 57.04% | 5.87 | 10.91 | 到期 2025-04-14最后交易 | 112.00 | 6.10% | 5.60% | 16.62% | 25-04-17 | 11天 | 1.635 | 3456.11 | 2590.52 | 18.58% | 0.96% | -44.95% | -99.79% | 增强 | 30.43% ↑ | 1.635 | 1.863 | 112.00 | 转债名称: 亚泰转债
主板类型: 深主板
目前价格: 113.8 到期赎回价112
建议买入价格: 112及以下买入 最差尽量不损失太多本金
溢价率:13%
转债规模: 4.6亿
概念:装饰的 没啥概念
剩余年限: 0.47年 2025-04-17到期
转债占比: 21%
转债历史最低价格:稳定
转债10大持有人合计: 30.43% (很高啦)
债券等级: AA-
下修历史: 有过到底
下修限制:无下修限制
有担保: 有
正股市值:23 (市值较小,正股波动性较好)
大股东持有情况: 64% 家族企业
特殊情况: 无
分红历史: 近几年有过分红历史,分红较大
近5年净利润情况: 每年挣得不多,这4.6对公司非常重要
有无退市风险: 没有
近几年经营现金流: 为正
公司现金:
货币资金3.7亿 没啥短期借款和长期借款,但能还得起钱
资产负债率: 54.7% (非常棒,小于60%)
股权质押:无
公司行业: 装饰设计
缺点:价格高于到期赎回价
目前盈利模式:利用牛市强赎拉到130 以及 拉正股造成负溢价率促进转股 | ||||||||||
18 | | 127051 | 博杰转债 | 126.000 | -5.12% | -2.02% | -19.64% | -2.33% | 0.48% | 14.50% | -2.33% | 002975 | 博杰股份 | 33.73 | -5.07% | -2.09% | -19.92% | 10.74% | 5.21% | -13.11% | 10.74% | 31.67% | 2.586 | -9.70 | -10.12 | 3.10 | -106.74 | -3.41% | 0.00% | -1.00 | 40.55 | 26.51% | 37.49% | 1.90% | 34.18 | 51.80 | 9.05 | -25.60% | -0.57 | -128.31% | 26.82* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 125.76 | 0.025 | - | 0.19% | 25.12% | 126.19 | 0/20 | 30***** 转股价不下修记录
| 工控设备 | 广东 | 100.70 | AA- | 增强 | 55.96% | 18.77 | 34.87 | 强赎 2025-04-21最后交易 | 115.00 | 3.60% | 2.40% | 22.55% | 27-11-17 | - | 1.225 | 11118.41 | 14537.32 | 70.63% | 4.18% | - | - | 增强 | 41.74% ↓ | 1.225 | 1.544 | 119.10 | - | ||||||||||
19 | | 113690 | 豪24转债 | 197.479 | -0.89% | -3.90% | -14.40% | 26.64% | 97.48% | 97.48% | 26.64% | 603809 | 豪能股份 | 16.58 | -0.12% | -1.66% | -8.65% | 42.56% | 81.40% | 150.80% | 42.56% | 85.04% | 5.820 | -7.03 | -5.54 | 3.52 | 33.70 | 8.39% | 0.74% | 92.60 | 89.79 | 41.02% | 51.35% | - | 106.31 | 106.31 | 19.46 | 32.20% | 1.82 | -13.92% | 8.43 | 196.68 | 0.000 | 23天 | 0.41% | 105.11% | 197.89 | 0/15 | 30 转股价不下修记录
| 底盘与发动机系统 | 四川 | 96.28 | AA- | 增强 | 60.99% | 5.06 | 10.96 | 0/15 | 30 | 113.00 | 5.20% | 5.20% | 0.54% | 30-10-22 | 5.56年 | 5.500 | 53093.08 | 41335.85 | 48.31% | 3.84% | -9.00% | -9.48% | 增强 | 50.83% | 3.552 | 7.014 | 117.80 | - | ||||||||||
20 | | 127092 | 运机转债 | 171.001 | -4.58% | -4.76% | -11.85% | -3.93% | 0.41% | 32.56% | -3.93% | 001288 | 运机集团 | 29.63 | -1.95% | -2.82% | -8.35% | -3.01% | -0.67% | 56.38% | -3.01% | 37.85% | 4.626 | -8.99 | -9.17 | 2.42 | 45.73 | 5.34% | 0.80% | 68.21 | 93.28 | 25.37% | 46.73% | 5.59% | 23.19 | 49.73 | 10.53 | 15.20% | 1.02 | 18.58% | 17.40 | 170.29 | 0.000 | - | 0.42% | 65.00% | 171.42 | 0/15 | 30 转股价不下修记录
| 能源及重型设备 | 四川 | 103.64 | AA- | 增强 | 46.49% | 12.18 | 22.62 | 不强赎 2025-12-08重新计 | 116.00 | 22.60% | 10.60% | 19.49% | 29-09-21 | 4.47年 | 5.253 | 13845.69 | 6415.26 | 15.23% | 2.76% | -7.58% | -8.30% | 增强 | 75.23% ↑ | 5.253 | 8.983 | 120.90 | - | ||||||||||
21 | | 110074 | 精达转债 | 216.329 | -3.00% | -1.49% | -1.19% | -10.11% | 27.60% | 69.98% | -10.11% | 600577 | 精达股份 | 7.27 | -1.62% | 0.14% | 5.36% | -0.27% | 28.22% | 81.72% | -0.27% | 51.02% | 2.146 | -4.11 | -3.21 | 2.71 | 30.55 | 8.32% | 1.73% | 64.63 | 58.18 | 41.66% | 53.36% | 8.91% | 156.24 | 156.24 | 179.06 | 2.07% | 4.26 | 11.84% | 3.40 | 213.82 | 0.000 | - | 1.17% | 95.44% | 217.50 | 0/15 | 30 转股价不下修记录
| 线缆部件及其他 | 安徽 | 110.69 | AA | 增强 | 55.38% | 2.38 | 4.42 | 不强赎 2025-05-28重新计 | 112.00 | 1.70% | 1.70% | 15.04% | 26-08-19 | 1.38年 | 2.702 | 26696.40 | 49903.89 | 45.15% | 3.19% | -37.59% | -38.65% | 增强 | 51.21% ↑ | 2.702 | 5.845 | 113.80 | - | ||||||||||
22 深主板
下修有限制 PB=1.88 无下修历史 2024-12-20重新计 头铁
大股东持股60% 质押比较高
2.73% 1.57年 26-07-02 3.578亿 7.10% 改性塑料
公司每年净利润为1.4亿
现金流基本最近3年都为负 19年1.9亿 20年8.6亿 21年-1.64亿
22年-0.4亿 23年-0.43亿 24年-0.9亿
资金情况:
货币资金: 4.6亿 其他流动资产:0.6亿
应收票据和账款为:20.5亿(大部分一年的)
短期借款7.35亿 应收账款为:3.6亿 合同负债等: 0.9亿
其他流动负债6.6亿 长期借款2亿 应付债券3.33亿
偿债压力巨大,大概率不想还钱
负债率才43.8% 剩余时间1.57年比较合适 到期收益不是特别高。就是质押太严重。
91.001 (2021-02-08) 防守特别差 | | 128117 | 道恩转债 | 134.626 | -6.38% | -11.43% | -0.45% | 15.15% | 19.98% | 19.47% | 15.15% | 002838 | 道恩股份 | 15.63 | -7.73% | -10.84% | 12.28% | 32.70% | 80.76% | 56.19% | 32.70% | 21.86% | 1.333 | -3.13 | -0.77 | 2.28 | 60.58 | 4.59% | 0.41% | 80.29 | 19.97 | 30.90% | 47.96% | 35.92% | 62.73 | 71.12 | 45.44 | 0.41% | 1.40 | -8.15% | 11.76* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 132.91 | 0.038 | - | 1.29% | 16.07% | 135.92 | 0/15 | 30***** 转股价不下修记录
| 改性塑料 | 山东 | 115.99 | AA- | 增强 | 50.95% | 8.23 | 15.29 | 至少还需3天12/15 | 30 | 118.00 | 3.60% | 3.20% | 19.85% | 26-07-02 | 1.25年 | 2.275 | 26888.45 | 39175.40 | 86.12% | 6.12% | -8.94% | -11.40% | 增强 | 30.05% ↑ | 2.275 | 3.063 | 120.00 | 深主板
下修有限制 PB=1.88 无下修历史 2024-12-20重新计 头铁
大股东持股60% 质押比较高
2.73% 1.57年 26-07-02 3.578亿 7.10% 改性塑料
公司每年净利润为1.4亿
现金流基本最近3年都为负 19年1.9亿 20年8.6亿 21年-1.64亿
22年-0.4亿 23年-0.43亿 24年-0.9亿
资金情况:
货币资金: 4.6亿 其他流动资产:0.6亿
应收票据和账款为:20.5亿(大部分一年的)
短期借款7.35亿 应收账款为:3.6亿 合同负债等: 0.9亿
其他流动负债6.6亿 长期借款2亿 应付债券3.33亿
偿债压力巨大,大概率不想还钱
负债率才43.8% 剩余时间1.57年比较合适 到期收益不是特别高。就是质押太严重。
91.001 (2021-02-08) 防守特别差 | ||||||||||
23 | | 123213 | 天源转债 | 231.504 | -0.77% | -6.24% | -11.65% | 8.74% | 57.75% | 103.44% | 8.74% | 301127 | 天源环保 | 16.51 | 0.30% | -5.66% | -6.62% | 9.05% | 50.09% | 146.61% | 9.05% | 54.96% | 4.848 | -9.89 | -7.52 | 3.29 | 32.82 | 12.59% | 0.67% | 59.80 | 88.38 | 39.62% | 54.68% | 10.59% | 71.70 | 106.83 | 19.47 | 53.05% | 2.83 | 39.91% | 7.24 | 228.04 | 0.000 | - | 1.52% | 129.48% | 233.02 | 0/15 | 30* 转股价不下修记录
| 水务及水治理 | 湖北 | 100.88 | AA- | 增强 | 60.84% | 5.07 | 9.41 | 不强赎 2025-08-25重新计 | 112.00 | 7.30% | 4.90% | 7.89% | 29-07-28 | 4.32年 | 5.201 | 28478.56 | 10772.55 | 23.46% | 1.50% | -14.85% | -15.39% | 增强 | 61.74% ↑ | 5.201 | 12.041 | 117.00 | - | ||||||||||
24 | | 127053 | 豪美转债 | 138.387 | -0.36% | -3.08% | -1.03% | 7.41% | 16.61% | 7.50% | 7.41% | 002988 | 豪美新材 | 24.11 | 0.46% | -3.94% | 1.86% | 13.89% | 41.41% | 22.65% | 13.89% | 28.15% | 2.839 | -0.01 | -0.46 | 2.27 | 29.15 | 8.41% | 1.04% | 54.68 | 85.06 | 50.86% | 58.83% | 24.88% | 59.76 | 59.78 | 59.86 | 10.60% | 1.81 | 262.72% | 17.73* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 135.98 | 0.000 | - | 1.77% | 23.48% | 140.16 | 0/15 | 30*** 转股价不下修记录
| 铝 | 广东 | 112.07 | AA- | 增强 | 46.73% | 12.41 | 23.05 | 不强赎 2025-06-19重新计 | 118.00 | 7.10% | 7.10% | 14.11% | 28-01-24 | 2.81年 | 4.221 | 9821.13 | 8922.13 | 16.85% | 1.50% | -4.43% | -5.68% | 增强 | 58.57% ↑ | 4.221 | 5.841 | 122.10 | - | ||||||||||
25 | | 111012 | 福新转债 | 323.855 | -3.07% | -9.10% | -24.97% | 101.27% | 161.57% | 164.53% | 101.27% | 605488 | 福莱新材 | 42.75 | -2.95% | -9.68% | -26.28% | 103.56% | 202.82% | 220.71% | 103.56% | 54.75% | 4.702 | -12.51 | -13.47 | 6.04 | 188.33 | 6.18% | 0.44% | 99.40 | 95.69 | 45.66% | 57.13% | - | 84.65 | 86.10 | 21.31 | 12.06% | 0.70 | -7.06% | 13.46 | 317.61 | 0.000 | - | 1.97% | 230.70% | 325.83 | 0/20 | 30 转股价不下修记录
| 膜材料 | 浙江 | 97.93 | A+ | 增强 | 67.06% | 9.42 | 17.50 | 至少还需7天8/15 | 30 | 115.00 | 1.30% | 1.30% | 3.29% | 29-01-04 | 3.76年 | 1.119 | 47744.15 | 22677.04 | 129.60% | 2.65% | -23.48% | -24.13% | 增强 | 34.75% ↑ | 1.119 | 3.624 | 120.50 | - | ||||||||||
26 102.151 (2021-02-05) 剩余规模11.6
下修有限制 PB=1.14 从未下修过,目前溢价率4.38% 转股价值124.4
分析时间为:2025-4-3 数据基于最新的第三季度报
主板 环保-环境治理-固废治理
21-24净利润: 每年都大于6亿
21-24现金流: 每年都大于12亿
21-24营业收入: 每年都大于30亿
总结: 公司很有钱,每年的近利润也不错。所以从未下修
1:剩余的转债规模11.6 亿约等于最近公司2年的净利润
2:当前价格130 到期赎回价110 2026-12-17 【剩余年限1.707 】
溢价率2.5%
3:流通市值为78亿元,自由流通市值为37亿元
4:实控人股份占比47%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押7.5%一般 公司目前处于中估状态
7:公司流动资产: 7.3亿货币资金(不包括应收账款和票据 12亿) => 24.4
流动负债总计 23.67亿(包含短期负债 7.9亿 + 应付账款和票据 11.65亿)
非流动负债总计: 56.4亿(包含长期借款 38亿+ 应付债券 12.9 亿)
总结: 公司短期负债压力很小,长期负债压力很大,公司不还钱强赎的意愿很大。下修有限制 PB=1.14 从未下修过。买入的时机需要等到价格117 | | 128141 | 旺能转债 | 130.090 | -0.66% | -0.45% | 2.51% | 7.93% | 8.68% | 12.02% | 7.93% | 002034 | 旺能环境 | 18.44 | 0.60% | 0.60% | 14.89% | 18.97% | 15.15% | 34.41% | 18.97% | 17.33% | 1.822 | -1.06 | 0.31 | 1.17 | 12.96 | 9.63% | 3.76% | 32.02 | 12.74 | 46.01% | 53.68% | 7.49% | 79.63 | 80.03 | 31.78 | -5.14% | 6.03 | -17.13% | 14.47 | 127.44 | 0.000 | - | 2.08% | 20.50% | 132.17 | 0/15 | 30 转股价不下修记录
| 固废治理 | 浙江 | 107.96 | AA | 增强 | 32.29% | 10.13 | 18.81 | 至少还需9天6/15 | 30 | 110.00 | 14.50% | 14.50% | 46.85% | 26-12-17 | 1.71年 | 11.576 | 9114.82 | 10505.63 | 6.04% | 1.33% | -8.58% | -9.71% | 增强 | 30.22% ↑ | 11.576 | 15.059 | 111.80 | 102.151 (2021-02-05) 剩余规模11.6
下修有限制 PB=1.14 从未下修过,目前溢价率4.38% 转股价值124.4
分析时间为:2025-4-3 数据基于最新的第三季度报
主板 环保-环境治理-固废治理
21-24净利润: 每年都大于6亿
21-24现金流: 每年都大于12亿
21-24营业收入: 每年都大于30亿
总结: 公司很有钱,每年的近利润也不错。所以从未下修
1:剩余的转债规模11.6 亿约等于最近公司2年的净利润
2:当前价格130 到期赎回价110 2026-12-17 【剩余年限1.707 】
溢价率2.5%
3:流通市值为78亿元,自由流通市值为37亿元
4:实控人股份占比47%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押7.5%一般 公司目前处于中估状态
7:公司流动资产: 7.3亿货币资金(不包括应收账款和票据 12亿) => 24.4
流动负债总计 23.67亿(包含短期负债 7.9亿 + 应付账款和票据 11.65亿)
非流动负债总计: 56.4亿(包含长期借款 38亿+ 应付债券 12.9 亿)
总结: 公司短期负债压力很小,长期负债压力很大,公司不还钱强赎的意愿很大。下修有限制 PB=1.14 从未下修过。买入的时机需要等到价格117 | ||||||||||
27 | | 123243 | 严牌转债 | 129.595 | -0.07% | 0.36% | -1.06% | 3.65% | 4.34% | 29.59% | 3.65% | 301081 | 严牌股份 | 9.59 | 0.52% | -0.62% | -1.44% | 13.09% | 5.15% | 14.65% | 13.09% | 51.63% | 5.112 | -0.13 | -0.98 | 1.93 | 40.81 | 6.80% | 3.08% | 45.86 | 37.87 | 39.96% | 50.05% | 21.60% | 19.11 | 20.00 | 7.21 | -4.31% | 0.66 | 3.03% | 7.57 | 126.68 | 0.000 | - | 2.30% | 47.40% | 131.90 | 0/15 | 30 转股价不下修记录
| 环保设备 | 浙江 | 87.92 | A+ | 增强 | 47.72% | 5.30 | 9.84 | 至少还需10天5/15 | 30 | 114.00 | 23.40% | 22.40% | - | 30-07-10 | 5.27年 | 4.471 | 4281.53 | 2238.01 | 7.41% | 1.17% | -1.65% | -2.25% | 增强 | 69.69% | 4.471 | 5.794 | 118.90 | - | ||||||||||
28 | | 127055 | 精装转债 | 156.800 | 1.82% | 8.98% | -4.02% | 21.03% | 27.24% | 39.82% | 21.03% | 002989 | 中天精装 | 28.29 | -1.19% | 10.98% | -4.94% | 28.13% | 25.57% | 79.51% | 28.13% | 34.54% | 3.081 | 2.12 | 0.94 | 3.56 | -39.51 | 0.49% | 0.00% | -1.00 | 83.45 | 25.66% | 39.61% | 4.62% | 51.51 | 55.64 | 8.23 | -58.71% | 0.08 | -87.62% | 18.50 | 152.92 | 0.014 | - | 2.54% | 44.53% | 159.34 | 0/15 | 30**** 转股价不下修记录
| 装修装饰 | 广东 | 108.49 | AA- | 增强 | 56.12% | 12.95 | 24.05 | 不强赎 2026-02-23重新计 | 115.00 | 5.80% | 5.40% | 6.82% | 28-02-22 | 2.89年 | 2.983 | 70638.04 | 27922.73 | 153.46% | 5.52% | -9.36% | -10.34% | 增强 | 35.36% ↓ | 2.983 | 4.677 | 118.50 | - | ||||||||||
29 | | 113663 | 新化转债 | 129.611 | -0.13% | -0.30% | -5.72% | 1.24% | 1.39% | 10.47% | 1.24% | 603867 | 新化股份 | 25.53 | -0.85% | -2.93% | -4.31% | 4.72% | 2.99% | -7.21% | 4.72% | 25.30% | 3.589 | -1.73 | -3.80 | 2.19 | 22.49 | 11.93% | 1.70% | 60.04 | 18.47 | 25.35% | 39.74% | - | 49.22 | 49.22 | 25.97 | -3.23% | 2.53 | -23.27% | 20.25* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 126.07 | 0.000 | - | 2.81% | 22.37% | 132.42 | 0/15 | 30** 转股价不下修记录
| 其他化学制品 | 浙江 | 105.92 | AA- | 增强 | 37.62% | 14.18 | 26.33 | 至少还需3天12/15 | 30 | 115.00 | 10.20% | 10.20% | 34.52% | 28-11-28 | 3.66年 | 5.044 | 4281.90 | 4736.91 | 6.55% | 0.96% | -2.24% | -3.13% | 增强 | 56.73% ↑ | 5.044 | 6.538 | 119.50 | - | ||||||||||
30 | | 113549 | 白电转债 | 127.169 | -0.92% | -1.13% | -7.48% | 0.37% | 1.78% | 7.54% | 0.37% | 603861 | 白云电器 | 9.56 | 0.10% | -0.62% | -6.09% | 6.22% | 1.70% | 10.47% | 6.22% | 25.04% | 0.049 | -3.53 | -3.88 | 1.59 | 29.06 | 3.86% | 0.77% | 31.04 | 48.06 | 44.20% | 67.35% | - | 45.95 | 47.09 | 43.30 | 24.97% | 1.10 | 207.33% | 7.73* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 123.67 | 0.000 | - | 2.83% | 17.07% | 130.00 | 0/15 | 30* 转股价不下修记录
| 配电设备 | 广东 | 108.63 | AA | 增强 | 44.35% | 5.41 | 10.05 | 至少还需4天11/15 | 30 | 110.00 | 8.00% | 7.80% | 13.17% | 25-11-15 | 0.62年 | 3.671 | 3299.11 | 5568.16 | 7.03% | 1.22% | -21.90% | -24.45% | 增强 | 34.17% ↓ | 3.671 | 4.668 | 110.00 | - | ||||||||||
31 | | 123245 | 集智转债 | 201.122 | -1.44% | 3.20% | 15.39% | 50.48% | 52.48% | 101.12% | 50.48% | 300553 | 集智股份 | 46.00 | -3.38% | 4.03% | 10.10% | 67.27% | 67.64% | 30.68% | 67.27% | 92.89% | 5.620 | 0.84 | -0.07 | 5.32 | 306.67 | 4.73% | 0.15% | 99.56 | 57.69 | 34.05% | 45.71% | 6.03% | 28.25 | 39.19 | 2.55 | 7.60% | 0.33 | 76.38% | 23.54 | 195.41 | 0.000 | - | 2.92% | 153.37% | 204.04 | 0/15 | 30* 转股价不下修记录
| 仪器仪表 | 浙江 | 79.38 | A | 增强 | 72.42% | 16.48 | 30.60 | 不强赎 2025-06-13重新计 | 115.00 | 5.60% | 4.10% | - | 30-08-14 | 5.37年 | 1.588 | 79783.64 | 23951.85 | 251.83% | 8.46% | -9.18% | -9.76% | 增强 | 45.06% | 1.588 | 3.194 | 121.10 | - | ||||||||||
32 | | 127076 | 中宠转2 | 152.520 | -2.54% | -1.09% | 3.83% | 13.57% | 31.82% | 31.18% | 13.57% | 002891 | 中宠股份 | 41.09 | -2.91% | -0.80% | 9.14% | 15.10% | 66.59% | 76.96% | 15.10% | 19.02% | 3.706 | -1.27 | -1.17 | 4.93 | 40.85 | 10.88% | 0.58% | 11.75 | 64.44 | 29.99% | 38.98% | 1.49% | 121.16 | 121.16 | 37.47 | 15.37% | 2.33 | 120.12% | 27.81 | 147.75 | 0.000 | - | 3.23% | 47.91% | 155.75 | 0/15 | 30***** 转股价不下修记录
| 宠物食品 | 山东 | 103.12 | AA- | 增强 | 39.27% | 19.47 | 36.15 | 不强赎 2026-02-13重新计 | 112.00 | 6.20% | 6.20% | 46.44% | 28-10-25 | 3.56年 | 7.480 | 27225.41 | 40792.82 | 24.21% | 3.43% | -7.53% | -8.24% | 增强 | 37.88% ↓ | 7.480 | 11.408 | 115.90 | - | ||||||||||
33 | | 110060 | 天路转债 | 164.832 | 3.10% | -0.04% | -7.97% | -4.89% | 6.65% | 32.11% | -4.89% | 600326 | 西藏天路 | 6.64 | 3.91% | 0.45% | -7.13% | 2.79% | 1.37% | 58.10% | 2.79% | 55.22% | -8.646 | -2.91 | -2.08 | 2.31 | -26.67 | -14.75% | 0.00% | -1.00 | 37.11 | 42.20% | 54.65% | - | 87.81 | 87.87 | 40.86 | 6.27% | -5.36 | -7.71% | 4.17* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 159.23 | 0.000 | - | 3.52% | 51.57% | 168.35 | 0/15 | 30* 转股价不下修记录
| 水泥制造 | 西藏 | 108.75 | AA | 增强 | 62.88% | 2.92 | 5.42 | 至少还需7天8/15 | 30 | 110.00 | 1.90% | 1.90% | 2.09% | 25-10-28 | 0.57年 | 1.710 | 96715.95 | 31579.69 | 342.06% | 3.63% | -58.66% | -60.80% | 增强 | 36.96% ↓ | 1.710 | 2.819 | 110.00 | - | ||||||||||
34 | | 123131 | 奥飞转债 | 246.000 | 0.16% | 6.64% | -3.23% | 67.57% | 81.42% | 95.97% | 67.57% | 300738 | 奥飞数据 | 23.93 | 0.50% | 7.02% | -4.20% | 65.03% | 71.91% | 137.16% | 65.03% | 44.73% | 3.387 | -1.94 | -3.20 | 7.37 | 191.44 | 5.22% | 0.09% | 93.67 | 81.72 | 67.61% | 70.51% | 6.89% | 235.67 | 235.74 | 13.35 | 21.63% | 1.41 | -14.70% | 10.07 | 237.64 | 0.000 | - | 3.52% | 136.63% | 249.52 | 0/15 | 30 转股价不下修记录
| 通信应用增值服务 | 广东 | 103.96 | A+ | 增强 | 73.88% | 7.05 | 13.09 | 至少还需3天12/15 | 30 | 115.00 | 1.30% | 1.30% | 23.16% | 27-12-03 | 2.67年 | 3.167 | 236378.70 | 164849.70 | 301.82% | 7.01% | -24.10% | -24.99% | 增强 | 45.48% ↑ | 3.167 | 7.791 | 119.30 | - | ||||||||||
35 | | 118043 | 福立转债 | 156.612 | -6.84% | -17.44% | -9.77% | 29.59% | 41.22% | 40.29% | 29.59% | 688678 | 福立旺 | 22.68 | -7.05% | -20.25% | -10.74% | 52.73% | 78.16% | 99.52% | 52.73% | 35.32% | 4.445 | -13.32 | -16.36 | 3.75 | 68.11 | 5.92% | 0.89% | 85.43 | 92.66 | 42.13% | 53.59% | - | 58.80 | 58.80 | 9.92 | 6.99% | 0.88 | -45.36% | 15.00 | 151.20 | 0.000 | - | 3.58% | 51.90% | 160.19 | 0/15 | 30** 转股价不下修记录
| 消费电子零部件及组装 | 江苏 | 103.10 | AA- | 增强 | 61.81% | 10.50 | 19.50 | 不强赎 2025-09-05重新计 | 115.00 | 7.30% | 7.30% | 55.97% | 29-08-14 | 4.37年 | 4.281 | 32056.61 | 18144.20 | 46.95% | 3.02% | -6.05% | -6.77% | 增强 | 40.90% ↓ | 4.281 | 6.705 | 119.80 | - | ||||||||||
36 | | 123186 | 志特转债 | 153.500 | -2.17% | -4.48% | 7.73% | 33.42% | 64.08% | 55.52% | 33.42% | 300986 | 志特新材 | 18.51 | -1.02% | -3.59% | 13.84% | 52.47% | 55.42% | 103.95% | 52.47% | 30.18% | 4.074 | -2.93 | -4.68 | 3.22 | -284.77 | -3.31% | 0.51% | -1.00 | 48.56 | 56.52% | 68.37% | - | 48.48 | 48.54 | 22.38 | 15.99% | -0.45 | -125.50% | 12.50** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 148.08 | 0.000 | - | 3.66% | 59.75% | 157.16 | 0/15 | 30***** 转股价不下修记录
| 其他专业工程 | 江西 | 96.09 | A+ | 增强 | 61.97% | 8.75 | 16.25 | 不强赎 2025-06-19重新计 | 115.00 | 8.60% | 8.60% | 35.57% | 29-03-31 | 4.00年 | 4.173 | 18667.37 | 11279.81 | 28.91% | 2.31% | -6.06% | -6.85% | 增强 | 71.19% ↓ | 4.173 | 6.406 | 120.10 | - | ||||||||||
37 | | 123239 | 锋工转债 | 153.503 | -2.35% | -4.36% | -19.63% | 20.87% | 30.75% | 25.22% | 20.87% | 300488 | 恒锋工具 | 35.99 | -3.02% | -7.10% | -21.18% | 31.54% | 45.98% | 55.40% | 31.54% | 46.41% | 4.840 | -9.26 | -11.80 | 4.17 | 55.54 | 10.17% | 0.53% | 79.30 | 70.53 | 27.65% | 33.67% | - | 51.88 | 62.31 | 5.61 | 5.75% | 1.35 | 21.15% | 24.39 | 147.56 | 0.000 | - | 4.03% | 68.33% | 157.53 | 0/15 | 30** 转股价不下修记录
| 金属制品 | 浙江 | 91.19 | A+ | 增强 | 58.72% | 17.07 | 31.71 | 不强赎 2025-06-04重新计 | 115.00 | 8.40% | 7.00% | 18.04% | 30-01-18 | 4.80年 | 4.381 | 14148.30 | 8677.47 | 20.63% | 1.65% | -5.13% | -5.78% | 增强 | 77.04% ↓ | 4.381 | 6.725 | 119.70 | - | ||||||||||
38 | | 113651 | 松霖转债 | 146.909 | -3.83% | -4.22% | -6.63% | 13.74% | 13.53% | 17.31% | 13.74% | 603992 | 松霖科技 | 22.10 | -3.16% | -3.54% | -5.35% | 19.65% | 12.76% | 32.23% | 19.65% | 27.59% | 3.404 | -6.24 | -8.13 | 3.01 | 23.02 | 15.24% | 3.00% | 44.33 | 46.10 | 8.94% | 27.26% | 0.10% | 93.87 | 95.67 | 29.83 | -6.20% | 3.52 | 34.94% | 15.67 | 141.03 | 0.000 | - | 4.17% | 35.80% | 151.08 | 0/15 | 30* 转股价不下修记录
| 卫浴制品 | 福建 | 108.18 | AA | 增强 | 41.66% | 10.97 | 20.37 | 不强赎 2025-06-18重新计 | 112.00 | 2.50% | 2.50% | 10.01% | 28-07-20 | 3.30年 | 2.380 | 7745.05 | 6713.53 | 22.03% | 0.71% | -6.97% | -7.76% | 增强 | 31.96% ↓ | 2.380 | 3.496 | 116.30 | - | ||||||||||
39 | | 123247 | 万凯转债 | 121.558 | -0.20% | -0.20% | 1.30% | 17.50% | 14.59% | 21.56% | 17.50% | 301216 | 万凯新材 | 13.36 | 0.23% | -1.69% | 9.51% | 30.98% | 5.61% | 4.32% | 30.98% | 23.44% | 5.163 | -0.26 | -0.01 | 1.24 | -37.01 | 7.74% | 1.12% | -1.00 | 43.24 | 60.26% | 68.06% | - | 38.05 | 68.83 | 175.32 | -9.57% | 4.37 | -54.28% | 11.45 | 116.68 | 0.000 | - | 4.18% | 20.07% | 125.74 | 0/15 | 30 转股价不下修记录
| 其他塑料制品 | 浙江 | 101.24 | AA | 增强 | 35.12% | 8.02 | 14.89 | 0/15 | 30 | 110.00 | 70.90% | 39.20% | 0.01% | 30-08-16 | 5.37年 | 26.986 | 5697.51 | 6917.72 | 1.74% | 1.83% | -1.03% | -1.52% | 增强 | 29.14% | 26.986 | 32.804 | 115.10 | - | ||||||||||
40 | | 123235 | 亿田转债 | 169.400 | -2.14% | 2.86% | 2.51% | 44.38% | 48.32% | 47.94% | 44.38% | 300911 | 亿田智能 | 46.50 | -6.66% | 10.90% | 1.35% | 78.30% | 76.54% | 106.39% | 78.30% | 37.07% | 4.856 | 0.59 | 2.64 | 4.73 | -628.38 | 12.80% | 1.63% | -1.00 | 64.36 | 25.03% | 34.45% | - | 60.39 | 64.66 | 12.27 | -3.80% | 1.79 | -14.64% | 28.61 | 162.53 | 0.015 | - | 4.23% | 66.18% | 173.63 | 0/15 | 30*** 转股价不下修记录
| 厨房电器 | 浙江 | 101.94 | AA- | 增强 | 56.52% | 20.03 | 37.19 | 不强赎 2025-06-09重新计 | 115.00 | 8.30% | 7.70% | 16.48% | 29-12-21 | 4.72年 | 5.001 | 146950.13 | 46994.78 | 166.70% | 7.55% | -7.16% | -7.81% | 增强 | 73.15% ↑ | 5.001 | 8.472 | 120.00 | - | ||||||||||
41 | | 113065 | 齐鲁转债 | 125.621 | -0.10% | 0.62% | -0.97% | 1.59% | 9.66% | 18.53% | 1.59% | 601665 | 齐鲁银行 | 6.19 | 0.16% | 3.69% | -0.80% | 13.45% | 19.66% | 54.24% | 13.45% | 10.65% | 3.599 | 0.11 | 1.48 | 0.66 | 6.46 | 12.90% | 3.55% | 74.49 | 79.30 | 63.11% | 93.21% | 7.63% | 299.29 | 299.29 | 119.52 | 8.03% | 42.34 | 18.02% | 5.14* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 120.43 | 0.000 | - | 4.31% | 18.50% | 129.93 | 0/15 | 30 转股价不下修记录
| 城商行 | 山东 | 106.01 | AAA | 增强 | 30.12% | - | 6.68 | 0/15 | 30 | 109.00 | 22.10% | 22.10% | 37.73% | 28-11-29 | 3.66年 | 66.045 | 8939.99 | 14156.53 | 1.08% | 0.48% | -2.67% | -3.33% | 增强 | 46.38% ↓ | 66.045 | 82.966 | 114.00 | - | ||||||||||
42 | | 110077 | 洪城转债 | 191.637 | 2.98% | 4.84% | 5.66% | -1.18% | 5.66% | 15.66% | -1.18% | 600461 | 洪城环境 | 9.77 | 3.39% | 6.54% | 10.52% | -1.81% | -2.10% | 5.70% | -1.81% | 26.88% | 2.224 | 5.30 | 7.71 | 1.39 | 11.14 | 14.44% | 4.32% | 18.33 | 25.48 | 44.46% | 58.53% | 9.66% | 117.01 | 125.46 | 80.48 | 3.43% | 10.83 | 12.59% | 5.34 | 182.96 | 0.000 | - | 4.74% | 77.52% | 196.38 | 0/15 | 30 转股价不下修记录
| 水务及水治理 | 江西 | 107.95 | AA+ | 增强 | 30.10% | 3.74 | 6.94 | 不强赎 2025-06-22重新计 | 110.00 | 5.70% | 5.30% | 21.42% | 26-11-20 | 1.63年 | 6.685 | 32965.96 | 36646.64 | 25.68% | 3.15% | -28.44% | -29.32% | 增强 | 41.97% ↓ | 6.685 | 12.811 | 111.50 | - | ||||||||||
43 | | 123221 | 力诺转债 | 133.195 | -0.82% | 0.93% | -0.83% | 9.12% | 6.06% | 2.70% | 9.12% | 301188 | 力诺药包 | 18.18 | -1.89% | 1.17% | 10.72% | 21.04% | 10.45% | -0.57% | 21.04% | 26.83% | 4.358 | 0.72 | 4.94 | 2.71 | 57.71 | 4.59% | 0.55% | 70.29 | 72.94 | 19.97% | 29.38% | 28.01% | 42.26 | 42.26 | 9.47 | 15.25% | 0.66 | -43.49% | 14.30 | 127.13 | 0.000 | - | 4.77% | 51.19% | 137.97 | 0/15 | 30* 转股价不下修记录
| 医疗耗材 | 山东 | 88.10 | A+ | 增强 | 50.19% | 10.01 | 18.59 | 0/15 | 30 | 108.00 | 11.80% | 11.80% | 62.02% | 29-08-23 | 4.39年 | 4.994 | 5713.81 | 7851.80 | 8.59% | 1.85% | -3.79% | -4.28% | 增强 | 40.34% ↓ | 4.994 | 6.652 | 112.80 | - | ||||||||||
44 | | 123248 | 恒辉转债 | 154.050 | -6.12% | -13.46% | -5.76% | 16.76% | 16.70% | 54.05% | 16.76% | 300952 | 恒辉安防 | 26.84 | -7.54% | -14.25% | -9.02% | 28.85% | 16.59% | 41.07% | 28.85% | 54.63% | 5.417 | -8.20 | -11.53 | 3.43 | 50.55 | 9.84% | 0.99% | 84.28 | 77.15 | 38.92% | 49.27% | - | 24.32 | 42.57 | 9.77 | 9.39% | 1.06 | -13.05% | 18.26 | 146.99 | 0.000 | - | 4.80% | 60.22% | 158.85 | 0/15 | 30 转股价不下修记录
| 鞋帽及其他 | 江苏 | 96.15 | AA- | 增强 | 65.21% | 12.78 | 23.74 | 不强赎 2025-06-20重新计 | 112.00 | 10.60% | 6.10% | - | 30-08-21 | 5.39年 | 2.581 | 33992.75 | 20088.87 | 83.35% | 8.06% | -5.13% | -5.62% | 增强 | 70.95% | 2.581 | 3.976 | 116.50 | - | ||||||||||
45 | | 127043 | 川恒转债 | 135.710 | -0.90% | 0.51% | 1.18% | 1.99% | 4.85% | 16.09% | 1.99% | 002895 | 川恒股份 | 24.23 | -1.34% | 1.17% | 7.88% | -1.50% | 6.69% | 41.42% | -1.50% | 18.15% | 2.406 | 0.21 | 2.89 | 2.22 | 14.25 | 16.44% | 4.13% | 19.46 | 32.25 | 35.32% | 45.55% | 24.12% | 130.08 | 130.52 | 43.20 | 25.30% | 7.66 | 1.02% | 18.73 | 129.37 | 0.000 | - | 4.91% | 21.89% | 140.62 | 0/15 | 30* 转股价不下修记录
| 磷肥及磷化工 | 贵州 | 111.34 | AA- | 增强 | 40.50% | 13.11 | 24.35 | 至少还需14天1/15 | 30 | 115.00 | 8.00% | 8.00% | 39.66% | 27-08-12 | 2.36年 | 10.440 | 6294.56 | 13184.30 | 4.45% | 1.02% | -5.53% | -6.82% | 增强 | 35.04% ↑ | 10.440 | 14.168 | 119.00 | - | ||||||||||
46 | | 128109 | 楚江转债 | 156.316 | -1.07% | 0.94% | -5.99% | 9.79% | 26.78% | 34.01% | 9.79% | 002171 | 楚江新材 | 9.07 | -0.33% | -0.44% | -4.02% | 10.61% | 25.46% | 21.11% | 10.61% | 28.02% | 1.522 | -2.89 | -3.74 | 1.81 | 67.19 | 8.38% | 1.46% | 72.98 | 21.80 | 49.97% | 57.13% | 8.35% | 135.99 | 136.83 | 463.11 | 14.08% | 5.29 | 295.92% | 6.10* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 148.69 | 0.000 | - | 5.13% | 43.12% | 161.45 | 0/15 | 30 转股价不下修记录
| 铜 | 安徽 | 109.22 | AA | 增强 | 40.42% | 4.27 | 7.93 | 不强赎 2025-07-02重新计 | 110.00 | 5.10% | 5.10% | 17.69% | 26-06-04 | 1.17年 | 6.983 | 10383.16 | 13851.91 | 9.52% | 1.02% | -25.22% | -26.54% | 增强 | 26.65% ↓ | 6.983 | 10.916 | 111.80 | - | ||||||||||
47 | | 123063 | 大禹转债 | 126.334 | -0.18% | -0.45% | -3.97% | 3.48% | 4.29% | 6.93% | 3.48% | 300021 | 大禹节水 | 4.44 | -0.22% | -1.33% | -1.33% | 9.09% | 3.50% | 4.28% | 9.09% | 17.49% | 1.311 | -1.47 | -1.62 | 1.88 | -740.00 | 2.49% | 0.68% | -1.00 | 6.34 | 55.37% | 72.17% | 5.41% | 31.10 | 37.91 | 34.53 | 1.52% | 0.50 | -48.69% | 3.71* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 119.68 | 0.000 | - | 5.56% | 6.91% | 131.89 | 0/15 | 30 转股价不下修记录
| 农业综合 | 甘肃 | 118.17 | AA- | 增强 | 45.37% | 2.60 | 4.82 | 至少还需15天1/15 | 30 | 120.00 | 20.40% | 16.70% | 31.88% | 26-07-28 | 1.32年 | 6.342 | 7289.99 | 8396.89 | 9.11% | 2.68% | -2.35% | -5.12% | 增强 | 32.99% ↓ | 6.342 | 8.012 | 122.50 | - | ||||||||||
48 | | 123120 | 隆华转债 | 128.487 | -0.78% | -0.59% | -2.79% | 1.43% | 1.97% | 13.62% | 1.43% | 300263 | 隆华科技 | 7.47 | -0.93% | -2.86% | 0.54% | 2.33% | -2.48% | 18.58% | 2.33% | 18.70% | 2.314 | -1.02 | -1.10 | 2.06 | 62.25 | 4.07% | 0.40% | 77.86 | 27.42 | 32.43% | 48.14% | - | 57.71 | 67.56 | 24.67 | 7.22% | 1.27 | 97.15% | 6.15* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 121.46 | 0.000 | - | 5.78% | 15.28% | 134.27 | 0/15 | 30* 转股价不下修记录
| 其他通用设备 | 河南 | 111.46 | AA- | 增强 | 45.20% | 4.31 | 8.00 | 0/15 | 30 | 115.00 | 13.80% | 11.80% | 54.73% | 27-07-30 | 2.32年 | 7.973 | 6425.68 | 18384.61 | 6.24% | 3.14% | -3.32% | -4.67% | 增强 | 42.76% ↓ | 7.973 | 10.244 | 119.00 | - | ||||||||||
49 | | 127039 | 北港转债 | 129.100 | 0.67% | 1.02% | 0.95% | 3.28% | 6.68% | 7.59% | 3.28% | 000582 | 北部湾港 | 9.08 | 5.58% | 4.61% | 11.14% | 15.23% | 9.94% | 20.55% | 15.23% | 10.79% | 2.314 | 1.04 | 7.05 | 1.17 | 23.10 | 8.04% | 2.15% | 45.22 | 8.48 | 36.91% | 44.25% | - | 159.92 | 206.80 | 69.50 | 8.95% | 11.27 | 10.47% | 7.44 | 122.04 | 0.000 | - | 5.78% | 21.11% | 134.88 | 0/15 | 30 转股价不下修记录
| 港口 | 广西 | 106.60 | AAA | 增强 | 23.20% | 5.21 | 9.67 | 0/15 | 30 | 108.00 | 11.00% | 8.50% | 18.11% | 27-06-29 | 2.24年 | 17.630 | 15155.70 | 50734.38 | 6.67% | 3.23% | -6.53% | -7.37% | 增强 | 43.25% ↓ | 17.630 | 22.760 | 111.30 | - | ||||||||||
50 | | 113637 | 华翔转债 | 132.909 | -2.67% | -2.50% | 3.85% | 7.53% | 5.65% | 10.77% | 7.53% | 603112 | 华翔股份 | 14.60 | -5.68% | -6.11% | 17.55% | 16.80% | 9.15% | 26.03% | 16.80% | 18.94% | 2.735 | 0.20 | 1.42 | 2.16 | 17.22 | 15.12% | 2.01% | 40.94 | 52.57 | 31.70% | 44.25% | 5.83% | 63.70 | 68.71 | 32.64 | 1.17% | 3.89 | 47.66% | 11.65 | 125.32 | 0.000 | - | 6.05% | 21.20% | 138.96 | 0/20 | 30 转股价不下修记录
| 家电零部件 | 山西 | 109.66 | AA- | 增强 | 36.76% | 8.16 | 15.15 | 至少还需8天7/15 | 30 | 115.00 | 12.60% | 11.60% | 62.92% | 27-12-22 | 2.72年 | 7.997 | 15571.96 | 26456.57 | 14.74% | 4.13% | -4.05% | -5.19% | 增强 | 42.02% ↓ | 7.997 | 10.629 | 119.00 | - | ||||||||||
51 | | 113631 | 皖天转债 | 128.428 | 0.59% | 0.80% | -0.82% | 0.51% | -1.21% | 4.75% | 0.51% | 603689 | 皖天然气 | 8.72 | 0.69% | 0.11% | 3.20% | -2.90% | -7.72% | 8.12% | -2.90% | 13.35% | 2.640 | 0.09 | 0.94 | 1.34 | 13.27 | 11.76% | 3.91% | 17.45 | 17.34 | 42.44% | 48.99% | - | 42.32 | 42.74 | 61.04 | 2.98% | 3.44 | 34.85% | 7.21 | 120.94 | 0.000 | - | 6.19% | 19.41% | 134.62 | 0/15 | 30 转股价不下修记录
| 燃气 | 安徽 | 107.55 | AA+ | 增强 | 25.47% | 5.05 | 9.37 | 0/15 | 30 | 110.00 | 19.80% | 19.60% | 26.37% | 27-11-08 | 2.60年 | 8.399 | 4868.37 | 2416.68 | 4.53% | 0.57% | -4.78% | -5.64% | 增强 | 43.62% ↑ | 8.399 | 10.787 | 113.30 | - | ||||||||||
52 下修有限制 | | 123174 | 精锻转债 | 143.300 | -3.83% | -8.97% | -2.58% | 21.49% | 30.02% | 20.57% | 21.49% | 300258 | 精锻科技 | 12.82 | -4.68% | -13.44% | -9.21% | 43.88% | 27.94% | 21.17% | 43.88% | 29.77% | 3.898 | -8.00 | -12.71 | 1.74 | 49.50 | 6.97% | 1.10% | 94.02 | 15.06 | 36.91% | 43.71% | 9.17% | 63.89 | 65.83 | 21.03 | 16.32% | 2.38 | -3.94% | 9.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 134.95 | 0.000 | - | 6.19% | 36.57% | 149.49 | 0/15 | 30*** 转股价不下修记录
| 底盘与发动机系统 | 江苏 | 104.93 | AA- | 增强 | 55.16% | 6.65 | 12.35 | 不强赎 2025-06-13重新计 | 115.00 | 10.60% | 10.30% | 35.02% | 29-02-15 | 3.87年 | 6.784 | 19310.36 | 34213.61 | 19.55% | 5.25% | -4.66% | -5.47% | 增强 | 63.04% ↑ | 6.784 | 9.721 | 119.50 | 下修有限制 | ||||||||||
53 | | 113069 | 博23转债 | 135.616 | -4.26% | -7.75% | -13.97% | -0.02% | 7.13% | 0.64% | -0.02% | 601137 | 博威合金 | 19.27 | -4.27% | -7.75% | -11.32% | -5.07% | 4.05% | 3.43% | -5.07% | 27.01% | 3.786 | -8.93 | -8.56 | 2.02 | 11.16 | 17.31% | 2.25% | 4.37 | 51.95 | 43.02% | 55.04% | 3.69% | 156.23 | 156.55 | 177.56 | 32.03% | 11.24 | 109.14% | 15.18 | 126.94 | 0.000 | - | 6.83% | 32.02% | 142.45 | 0/15 | 30 转股价不下修记录
| 其他金属新材料 | 浙江 | 102.72 | AA | 增强 | 44.39% | 10.63 | 19.73 | 不强赎 2025-05-12重新计 | 109.00 | 9.00% | 9.00% | 48.74% | 28-12-22 | 3.72年 | 14.127 | 19822.69 | 34114.99 | 10.19% | 2.15% | -5.11% | -5.65% | 增强 | 58.84% ↑ | 14.127 | 19.158 | 111.80 | - | ||||||||||
54 | | 118030 | 睿创转债 | 158.228 | -1.83% | -3.03% | -6.58% | 20.00% | 20.90% | 24.64% | 20.00% | 688002 | 睿创微纳 | 58.50 | -5.69% | -5.68% | -5.46% | 24.44% | 23.75% | 43.96% | 24.44% | 31.34% | 3.923 | -3.23 | -5.42 | 5.13 | 49.83 | 10.99% | 0.20% | 36.96 | 52.05 | 22.77% | 38.26% | 0.46% | 266.13 | 266.13 | 35.59 | 34.50% | 4.96 | 58.21% | 39.52 | 148.03 | 0.000 | - | 6.89% | 50.65% | 165.12 | 0/15 | 30 转股价不下修记录
| 军工电子 | 山东 | 105.03 | AA | 增强 | 53.74% | 27.66 | 51.38 | 不强赎 2025-08-28重新计 | 110.00 | 5.50% | 5.50% | 40.52% | 28-12-30 | 3.75年 | 14.694 | 21048.58 | 44914.71 | 9.01% | 1.65% | -8.46% | -9.06% | 增强 | 28.73% ↓ | 14.694 | 23.250 | 114.30 | - | ||||||||||
55 | | 128082 | 华锋转债 | 141.350 | -1.41% | -1.75% | -2.44% | -4.75% | 0.11% | 6.20% | -4.75% | 002806 | 华锋股份 | 11.49 | -1.20% | -0.09% | -5.90% | 1.86% | 3.14% | 17.73% | 1.86% | 50.97% | -0.304 | -3.25 | -4.40 | 2.58 | -8.13 | -31.46% | 0.00% | -1.00 | 62.35 | 37.09% | 55.09% | 3.96% | 18.14 | 22.55 | 7.19 | 9.31% | -3.24 | -3276.14% | 8.70*** 转股价下修3次,成功下修3次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 132.07 | 0.000 | - | 7.03% | 30.76% | 148.38 | 0/10 | 30 转股价不下修记录
| 底盘与发动机系统 | 广东 | 108.10 | A- | 增强 | 59.79% | 6.09 | 11.31 | 不强赎 2025-06-09重新计 | 115.00 | 7.80% | 6.30% | 1.77% | 25-12-04 | 0.67年 | 1.418 | 3431.97 | 3757.59 | 17.05% | 2.07% | -27.89% | -31.06% | 增强 | 15.63% ↑ | 1.418 | 2.004 | 115.00 | - | ||||||||||
56 | | 123161 | 强联转债 | 133.899 | -1.23% | -0.59% | -2.95% | 14.93% | 33.10% | 22.73% | 14.93% | 300850 | 新强联 | 27.38 | -1.86% | 0.26% | 2.82% | 43.28% | 20.56% | 5.48% | 43.28% | 21.94% | 3.522 | -1.09 | 1.45 | 1.96 | 82.22 | 8.87% | 0.38% | 85.54 | 23.84 | 38.85% | 47.45% | 10.40% | 67.20 | 98.22 | 28.24 | 6.41% | 3.75 | 18.58% | 21.89** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 125.08 | 0.000 | - | 7.05% | 24.56% | 140.95 | 0/15 | 30**** 转股价不下修记录
| 风电零部件 | 河南 | 107.50 | AA | 增强 | 63.27% | 15.32 | 28.46 | 至少还需14天1/15 | 30 | 112.00 | 18.00% | 12.30% | 40.75% | 28-10-11 | 3.53年 | 12.098 | 6571.39 | 14743.03 | 4.07% | 2.20% | -3.99% | -4.76% | 增强 | 51.55% ↓ | 12.098 | 16.199 | 116.30 | - | ||||||||||
57 货币资金非常安全,要注意强赎风险 | | 123187 | 超达转债 | 134.356 | -0.91% | -0.42% | -6.27% | 1.78% | 9.41% | 5.13% | 1.78% | 301186 | 超达装备 | 39.89 | -1.87% | -2.64% | -7.36% | -1.04% | 30.10% | 13.43% | 0.00% | 27.37% | 3.924 | -2.29 | -4.68 | 2.45 | 34.18 | 7.91% | 0.92% | 46.98 | 86.12 | 26.79% | 37.34% | - | 29.66 | 31.74 | 6.27 | 22.67% | 0.95 | 38.28% | 31.81 | 125.40 | 0.000 | - | 7.14% | 51.56% | 141.50 | 0/15 | 30 转股价不下修记录
| 其他汽车零部件 | 江苏 | 88.65 | A | 增强 | 51.21% | 22.27 | 41.35 | 不强赎 2025-05-08重新计 | 115.00 | 9.60% | 9.00% | 13.63% | 29-04-04 | 4.01年 | 2.855 | 5276.54 | 2378.17 | 13.74% | 0.80% | -2.70% | -3.55% | 增强 | 26.36% ↓ | 2.855 | 3.836 | 120.70 | 货币资金非常安全,要注意强赎风险 | ||||||||||
58 | | 123222 | 博俊转债 | 172.700 | -3.81% | -7.42% | -8.14% | 19.75% | 13.16% | 28.69% | 19.75% | 300926 | 博俊科技 | 26.92 | -4.34% | -10.24% | -8.99% | 22.31% | 2.59% | 43.57% | 22.31% | 34.66% | 4.614 | -7.00 | -9.13 | 4.54 | 18.45 | 21.08% | 0.37% | 5.99 | 67.65 | 41.78% | 64.65% | 11.64% | 76.21 | 112.91 | 26.00 | 86.96% | 3.09 | 108.18% | 16.70 | 161.20 | 0.000 | - | 7.14% | 85.34% | 179.84 | 0/15 | 30 转股价不下修记录
| 其他汽车零部件 | 江苏 | 93.18 | A+ | 增强 | 48.58% | 11.69 | 21.71 | 不强赎 2025-04-26重新计 | 115.00 | 3.20% | 2.20% | 32.83% | 29-09-08 | 4.44年 | 2.473 | 7076.82 | 16573.40 | 16.39% | 2.15% | -8.06% | -8.74% | 增强 | 51.03% ↓ | 2.473 | 4.271 | 119.70 | - | ||||||||||
59 | | 123209 | 聚隆转债 | 137.000 | 0.74% | -3.09% | -5.63% | 0.00% | 1.91% | 14.90% | 0.00% | 300644 | 南京聚隆 | 23.02 | -2.99% | -7.36% | -5.58% | 5.31% | -0.69% | 38.76% | 5.31% | 39.65% | 4.259 | -3.18 | -5.50 | 2.82 | 32.65 | 8.80% | 1.07% | 23.37 | 57.07 | 35.11% | 58.93% | - | 20.33 | 25.31 | 18.29 | 7.11% | 0.73 | 30.94% | 18.02 | 127.75 | 0.000 | - | 7.24% | 47.36% | 144.24 | 0/15 | 30* 转股价不下修记录
| 改性塑料 | 江苏 | 92.97 | A+ | 增强 | 69.64% | 12.61 | 23.43 | 不强赎 2025-07-03重新计 | 113.00 | 8.80% | 7.10% | 4.10% | 29-07-26 | 4.32年 | 1.796 | 15009.23 | 7734.11 | 60.15% | 3.78% | -3.37% | -4.08% | 增强 | 18.42% ↓ | 1.796 | 2.461 | 118.50 | - | ||||||||||
60 | | 123078 | 飞凯转债 | 131.100 | 0.15% | 0.19% | -0.48% | 6.67% | 4.65% | 12.05% | 6.67% | 300398 | 飞凯材料 | 18.70 | 2.86% | -0.58% | 12.11% | 18.65% | 8.66% | 42.56% | 18.65% | 26.62% | 1.776 | 1.91 | 9.43 | 2.49 | 124.67 | 2.99% | 0.43% | 91.81 | 17.05 | 27.08% | 35.90% | - | 98.55 | 99.13 | 27.29 | -6.13% | 1.12 | -74.15% | 15.30* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 122.22 | 0.000 | - | 7.26% | 22.72% | 138.36 | 0/15 | 30** 转股价不下修记录
| 电子化学品 | 上海 | 106.83 | AA- | 增强 | 62.13% | 10.71 | 18.36 | 至少还需12天3/15 | 30 | 110.00 | 6.00% | 6.00% | 17.00% | 26-11-27 | 1.65年 | 5.962 | 30058.84 | 104323.13 | 38.33% | 10.71% | -9.29% | -10.45% | 增强 | 34.70% ↓ | 5.962 | 7.816 | 111.80 | - | ||||||||||
61 | | 127035 | 濮耐转债 | 138.595 | 0.50% | -0.86% | -8.29% | 8.68% | 13.20% | 25.08% | 8.68% | 002225 | 濮耐股份 | 5.48 | 1.86% | -3.35% | -7.90% | 10.26% | 28.04% | 62.80% | 10.26% | 26.57% | 1.340 | -3.71 | -4.99 | 1.63 | 62.27 | 7.50% | 1.28% | 83.84 | 28.06 | 35.38% | 58.06% | 12.84% | 45.24 | 55.37 | 54.73 | 10.88% | 2.48 | 7.87% | 4.25 | 128.94 | 0.000 | - | 7.49% | 26.80% | 146.09 | 暂不 2025-04-22 重新计** 转股价不下修记录
| 耐火材料 | 河南 | 109.30 | AA | 增强 | 52.03% | 2.98 | 5.53 | 不强赎 2025-06-16重新计 | 108.80 | 13.80% | 11.30% | 43.11% | 26-05-26 | 1.15年 | 6.259 | 20279.69 | 14546.14 | 23.17% | 3.18% | -17.48% | -18.97% | 增强 | 29.56% ↓ | 6.259 | 8.675 | 111.80 | - | ||||||||||
62 下修有限制 | | 127079 | 华亚转债 | 131.370 | -0.02% | 0.05% | 0.00% | 13.98% | 9.37% | 16.35% | 13.98% | 003043 | 华亚智能 | 52.90 | 0.67% | -0.23% | 10.97% | 27.78% | 1.67% | 25.31% | 27.78% | 19.63% | 3.634 | 1.48 | 6.37 | 3.41 | 64.59 | 7.97% | 0.40% | 81.31 | 32.64 | 14.10% | 36.72% | 0.32% | 25.77 | 50.27 | 4.61 | -25.57% | 0.88 | -41.35% | 43.30** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 122.17 | 0.000 | - | 7.53% | 34.12% | 138.90 | 0/15 | 30***** 转股价不下修记录
| 半导体设备 | 江苏 | 97.95 | A+ | 增强 | 44.60% | 30.31 | 56.29 | 0/15 | 30 | 115.00 | 13.20% | 6.80% | 29.71% | 28-12-16 | 3.71年 | 3.399 | 7631.54 | 14484.83 | 17.17% | 5.66% | -2.42% | -3.32% | 增强 | 46.71% ↑ | 3.399 | 4.465 | 120.20 | 下修有限制 | ||||||||||
63 | | 118028 | 会通转债 | 139.375 | -3.00% | -4.68% | -8.80% | 10.56% | 16.47% | 18.38% | 10.56% | 688219 | 会通股份 | 11.93 | -1.16% | -5.09% | -14.42% | 16.28% | 21.36% | 34.69% | 16.28% | 26.61% | 3.684 | -7.16 | -10.72 | 2.79 | 35.30 | 7.95% | 0.81% | 21.43 | 70.17 | 53.25% | 70.28% | 10.47% | 57.00 | 57.00 | 53.49 | 3.27% | 1.47 | 148.43% | 9.21 | 129.53 | 0.000 | - | 7.60% | 31.68% | 146.98 | 0/15 | 30* 转股价不下修记录
| 改性塑料 | 安徽 | 105.84 | AA- | 增强 | 52.25% | 6.45 | 11.97 | 不强赎 2025-06-13重新计 | 115.00 | 11.60% | 11.60% | 57.90% | 28-12-06 | 3.68年 | 6.599 | 9376.12 | 7372.04 | 10.06% | 1.29% | -4.17% | -5.03% | 增强 | 32.04% ↓ | 6.599 | 9.197 | 119.50 | - | ||||||||||
64 | | 123184 | 天阳转债 | 146.200 | -1.39% | -1.38% | -15.49% | 3.61% | -3.88% | 18.12% | 3.61% | 300872 | 天阳科技 | 16.02 | -0.87% | -0.74% | -15.99% | 1.71% | -12.98% | 25.34% | 1.71% | 42.50% | 4.013 | -4.99 | -6.21 | 2.78 | 111.25 | 4.69% | 0.27% | 49.21 | 66.39 | 34.08% | 39.08% | 19.51% | 63.57 | 74.16 | 19.36 | -2.01% | 1.17 | 91.94% | 11.79* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 135.88 | 0.000 | - | 7.60% | 39.84% | 153.80 | 0/15 | 30 转股价不下修记录
| IT服务 | 西藏 | 104.55 | AA- | 增强 | 61.01% | 8.25 | 15.33 | 不强赎 2025-05-26重新计 | 115.00 | 5.20% | 4.50% | 8.32% | 29-03-23 | 3.97年 | 3.320 | 10376.17 | 11081.23 | 21.44% | 1.74% | -5.01% | -5.80% | 增强 | 50.44% ↓ | 3.320 | 4.854 | 119.60 | - | ||||||||||
65 | | 113058 | 友发转债 | 121.045 | 0.01% | -1.42% | -3.95% | 0.30% | -1.80% | 5.24% | 0.30% | 601686 | 友发集团 | 5.53 | 0.36% | -1.95% | -1.07% | 4.23% | -8.21% | -7.61% | 4.23% | 17.27% | 2.938 | -2.27 | -1.95 | 1.26 | 49.82 | 8.83% | 5.32% | 74.55 | 14.83 | 33.52% | 69.25% | - | 79.28 | 79.28 | 609.18 | -9.56% | 5.70 | 91.85% | 4.92** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 112.40 | 0.000 | - | 7.69% | 12.04% | 128.74 | 0/15 | 30 转股价不下修记录
| 钢铁管材 | 天津 | 108.04 | AA | 增强 | 26.40% | 3.44 | 6.40 | 0/15 | 30 | 112.00 | 25.20% | 25.20% | 38.92% | 28-03-30 | 2.99年 | 19.996 | 5471.80 | 1096.39 | 2.27% | 0.14% | -1.64% | -2.52% | 增强 | 38.81% ↓ | 19.996 | 24.204 | 115.30 | - | ||||||||||
66 | | 113615 | 金诚转债 | 349.112 | -1.09% | -6.62% | -7.83% | 3.61% | -10.66% | -15.57% | 3.61% | 603979 | 金诚信 | 39.57 | -3.58% | -5.70% | -2.54% | 9.01% | -16.45% | -20.19% | 9.01% | 41.39% | 3.217 | -9.21 | -8.64 | 2.93 | 17.46 | 15.44% | 0.50% | 13.23 | 76.27 | 33.54% | 47.22% | 6.83% | 246.83 | 246.83 | 73.99 | 38.18% | 10.31 | 68.74% | 12.23 | 323.55 | 0.000 | - | 7.90% | 217.81% | 357.01 | 0/15 | 30 转股价不下修记录
| 铜 | 北京 | 109.85 | AA | 增强 | 42.42% | 8.56 | 15.90 | 至少还需3天12/15 | 30 | 112.00 | 2.00% | 2.00% | 30.24% | 26-12-23 | 1.72年 | 4.960 | 33617.07 | 33444.79 | 19.62% | 1.35% | -48.11% | -48.80% | 增强 | 38.92% ↓ | 4.960 | 17.316 | 113.80 | - | ||||||||||
67 | | 123166 | 蒙泰转债 | 128.100 | -0.74% | -1.40% | -0.74% | 0.90% | 20.91% | 20.02% | 0.90% | 300876 | 蒙泰高新 | 27.86 | 0.11% | -2.14% | 5.41% | 1.68% | 45.79% | 46.74% | 1.68% | 26.08% | 3.487 | -0.98 | -0.13 | 3.19 | -84.17 | 2.59% | 0.71% | -1.00 | 62.32 | 42.92% | 47.35% | 18.77% | 19.05 | 26.75 | 4.55 | 15.26% | 0.21 | -56.74% | 23.47* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 118.71 | 0.000 | - | 7.91% | 29.28% | 136.01 | 0/15 | 30* 转股价不下修记录
| 其他化学纤维 | 广东 | 99.09 | A+ | 增强 | 61.69% | 16.43 | 30.51 | 0/15 | 30 | 115.00 | 15.70% | 11.20% | 22.63% | 28-11-02 | 3.59年 | 2.999 | 4749.30 | 2035.68 | 12.32% | 1.08% | -1.73% | -2.69% | 增强 | 29.85% ↓ | 2.999 | 3.842 | 120.50 | - | ||||||||||
68 下修无限制,公司下修到底了3次,剩余年限1.47年,剩余规模7.8亿。
公司有33.6亿货币资金,8亿短期负债。长期借款2.2亿。
剩余规模7.8亿相当于公司一年多的净利润。
溢价率 7.79% 跟随正股股债联动。24年业绩跟23年差别不大。不算是利空。
建议120才介入,避免强赎。120接入才有足够利润空间。公司强赎意愿非常强烈。
数据录入时间2025-4-3 | | 128133 | 奇正转债 | 126.875 | -0.55% | -0.64% | -1.26% | 4.16% | 0.64% | 1.20% | 4.16% | 002287 | 奇正藏药 | 22.76 | -0.44% | -0.35% | 2.29% | 7.47% | -3.32% | 6.97% | 7.47% | 16.26% | 1.546 | -0.11 | 1.26 | 3.13 | 32.06 | 17.15% | 2.10% | 25.49 | 5.34 | 32.15% | 40.11% | 5.07% | 120.62 | 120.88 | 20.45 | 0.02% | 5.81 | 22.99% | 19.39*** 转股价下修3次,成功下修3次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 117.38 | 0.000 | - | 8.09% | 14.85% | 134.97 | 0/10 | 20 转股价不下修记录
| 中药 | 西藏 | 110.47 | AA | 增强 | 28.65% | 13.57 | 25.21 | 0/15 | 30 | 112.00 | 6.50% | 6.50% | 30.08% | 26-09-22 | 1.47年 | 7.814 | 3852.46 | 2874.86 | 3.88% | 0.24% | -7.21% | -8.75% | 增强 | 44.45% ↑ | 7.814 | 9.914 | 113.80 | 下修无限制,公司下修到底了3次,剩余年限1.47年,剩余规模7.8亿。
公司有33.6亿货币资金,8亿短期负债。长期借款2.2亿。
剩余规模7.8亿相当于公司一年多的净利润。
溢价率 7.79% 跟随正股股债联动。24年业绩跟23年差别不大。不算是利空。
建议120才介入,避免强赎。120接入才有足够利润空间。公司强赎意愿非常强烈。
数据录入时间2025-4-3 | ||||||||||
69 每年净利润为1亿左右,但是最近5年的经营净现金流都为负的-6亿以上,非常的差劲, 并且货币资金不能覆盖短期负债,负债率还高,转债规模15亿超级大,转债占比41%比较高, 到期时间为3.85年时间很长,不能重仓 | | 118023 | 广大转债 | 125.062 | -1.06% | 1.37% | 5.09% | 22.66% | 57.95% | 34.71% | 22.66% | 688186 | 广大特材 | 24.50 | -0.93% | 8.55% | 22.68% | 59.61% | 63.78% | 60.95% | 59.61% | 28.85% | 3.435 | 0.59 | 8.88 | 1.46 | 117.79 | 3.14% | 0.24% | 99.63 | 36.60 | 52.99% | 63.42% | - | 52.49 | 52.49 | 37.88 | 12.51% | 1.09 | 6.10% | 21.20* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 115.57 | 0.000 | - | 8.22% | 17.65% | 133.28 | 0/15 | 30***** 转股价不下修记录
| 特钢 | 江苏 | 106.30 | AA- | 增强 | 53.35% | 14.84 | 27.56 | 0/15 | 30 | 115.00 | 29.50% | 29.50% | 51.75% | 28-10-13 | 3.53年 | 15.499 | 10775.56 | 14728.48 | 5.56% | 2.82% | -1.35% | -2.28% | 增强 | 36.34% ↑ | 15.499 | 19.383 | 119.30 | 每年净利润为1亿左右,但是最近5年的经营净现金流都为负的-6亿以上,非常的差劲, 并且货币资金不能覆盖短期负债,负债率还高,转债规模15亿超级大,转债占比41%比较高, 到期时间为3.85年时间很长,不能重仓 | ||||||||||
70 | | 111017 | 蓝天转债 | 135.616 | 1.58% | 0.64% | 2.18% | -4.08% | -9.45% | -0.83% | -4.08% | 605368 | 蓝天燃气 | 11.04 | 1.94% | 1.66% | 6.15% | -3.41% | -19.00% | -9.40% | -3.41% | 21.33% | 4.337 | 2.34 | 3.41 | 2.18 | 15.93 | 16.58% | 7.46% | 73.19 | 54.47 | 25.71% | 40.79% | 37.78% | 73.93 | 78.90 | 49.47 | 4.06% | 6.06 | 2.33% | 8.83 | 125.03 | 0.000 | - | 8.47% | 30.66% | 144.09 | 0/15 | 30 转股价不下修记录
| 燃气 | 河南 | 103.79 | AA | 增强 | 26.25% | 6.18 | 11.48 | 不强赎 2025-05-05重新计 | 110.00 | 9.10% | 8.50% | 34.58% | 29-08-15 | 4.37年 | 6.715 | 6811.98 | 8629.17 | 7.52% | 1.17% | -3.81% | -4.38% | 增强 | 32.65% ↓ | 6.715 | 9.107 | 114.80 | - | ||||||||||
71 | | 123056 | 雪榕转债 | 124.165 | 0.70% | 0.54% | 9.79% | 15.32% | 10.20% | 13.64% | 15.32% | 300511 | 雪榕生物 | 4.69 | 2.40% | 2.40% | 18.14% | 27.45% | 53.77% | 17.25% | 35.16% | 42.61% | 1.244 | -0.77 | -0.53 | 1.86 | -10.59 | -11.41% | 0.00% | -1.00 | 43.34 | 64.87% | 70.74% | - | 22.06 | 25.85 | 25.65 | 10.55% | -1.88 | 34.52% | 4.10*** 转股价下修3次,成功下修3次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 114.39 | 0.000 | - | 8.55% | 15.27% | 132.72 | 0/15 | 30 转股价不下修记录
| 食用菌 | 上海 | 107.72 | A | 增强 | 76.06% | 2.87 | 4.92 | 至少还需10天5/15 | 30 | 115.00 | 16.80% | 14.30% | 15.29% | 26-06-24 | 1.23年 | 3.695 | 13266.97 | 15214.19 | 28.94% | 6.94% | -4.49% | -6.84% | 增强 | 26.70% ↓ | 3.695 | 4.588 | 117.50 | - | ||||||||||
72 | | 118021 | 新致转债 | 211.512 | -4.49% | -1.93% | -18.02% | 24.37% | 21.06% | 9.25% | 24.37% | 688590 | 新致软件 | 20.56 | -5.08% | -0.92% | -22.68% | 28.26% | 18.84% | 2.16% | 28.26% | 56.06% | 3.972 | -7.06 | -5.78 | 3.73 | 150.07 | 5.25% | 0.38% | 87.50 | 82.14 | 43.85% | 50.40% | - | 54.05 | 54.05 | 16.83 | 27.92% | 0.69 | 232.11% | 10.56 | 194.70 | 0.000 | - | 8.64% | 135.38% | 220.15 | 0/15 | 30 转股价不下修记录
| 垂直应用软件 | 上海 | 89.86 | A | 增强 | 77.22% | 7.39 | 13.73 | 不强赎 2025-05-26重新计 | 112.00 | 3.70% | 3.70% | 18.97% | 28-09-27 | 3.49年 | 1.992 | 31295.30 | 15492.31 | 72.70% | 2.82% | -15.89% | -16.56% | 增强 | 42.06% ↓ | 1.992 | 4.213 | 117.00 | - | ||||||||||
73 | | 123231 | 信测转债 | 146.347 | -2.29% | 6.74% | 4.68% | 13.60% | 18.98% | 17.27% | 13.60% | 300938 | 信测标准 | 34.68 | -1.48% | 1.91% | 8.10% | 35.05% | 40.29% | 46.48% | 35.05% | 32.91% | 4.596 | -5.72 | -11.36 | 4.82 | 34.54 | 13.53% | 0.61% | 39.98 | 98.43 | 29.56% | 38.34% | 0.91% | 37.93 | 57.05 | 6.79 | 24.64% | 1.64 | 38.03% | 25.76 | 134.63 | 0.000 | - | 8.71% | 42.96% | 155.06 | 0/15 | 30*** 转股价不下修记录
| 检测服务 | 广东 | 102.37 | AA- | 增强 | 61.11% | 18.03 | 33.49 | 不强赎 2025-06-28重新计 | 115.00 | 7.00% | 4.70% | 14.35% | 29-11-09 | 4.61年 | 2.659 | 29458.16 | 27792.39 | 74.91% | 7.31% | -4.29% | -4.99% | 增强 | 73.43% ↑ | 2.659 | 3.891 | 120.00 | - | ||||||||||
74 | | 113042 | 上银转债 | 122.300 | 0.07% | 1.60% | 1.54% | 1.88% | 7.99% | 10.37% | 1.88% | 601229 | 上海银行 | 10.18 | 0.99% | 7.05% | 8.07% | 11.26% | 27.83% | 70.57% | 11.26% | 3.72% | 1.816 | 1.27 | 6.96 | 0.59 | 6.39 | 10.36% | 4.52% | 60.36 | 44.60 | 64.65% | 92.34% | 2.75% | 1446.24 | 1446.24 | 505.64 | -4.80% | 225.45 | 1.19% | 9.09 | 111.99 | 0.000 | - | 9.21% | 9.64% | 131.51 | 0/15 | 30 转股价不下修记录
| 城商行 | 上海 | 111.55 | AAA | 增强 | 23.71% | - | 11.82 | 0/15 | 30 | 112.00 | 13.80% | 13.80% | 31.83% | 27-01-25 | 1.81年 | 199.980 | 17225.63 | 46815.76 | 0.70% | 0.32% | -3.16% | -4.61% | 增强 | 63.02% ↑ | 199.980 | 244.576 | 115.50 | - | ||||||||||
75 | | 127037 | 银轮转债 | 279.400 | -4.15% | -2.27% | -21.76% | 49.93% | 38.67% | 64.67% | 49.93% | 002126 | 银轮股份 | 26.87 | -3.55% | -4.72% | -25.15% | 43.54% | 30.82% | 52.64% | 43.54% | 42.66% | 3.204 | -6.53 | -8.61 | 3.65 | 31.32 | 12.07% | 0.36% | 64.30 | 84.03 | 34.02% | 60.73% | 1.31% | 210.71 | 224.31 | 110.18 | 29.93% | 6.12 | 59.71% | 10.51 | 255.66 | 0.000 | - | 9.29% | 157.94% | 288.69 | 0/15 | 30 转股价不下修记录
| 底盘与发动机系统 | 浙江 | 108.32 | AA | 增强 | 46.00% | 7.36 | 13.66 | 不强赎 2025-05-01重新计 | 110.00 | 2.40% | 2.30% | 31.79% | 27-06-07 | 2.18年 | 5.058 | 25944.03 | 66159.34 | 18.03% | 3.10% | -34.32% | -34.97% | 增强 | 38.78% ↓ | 5.058 | 14.132 | 113.30 | - | ||||||||||
76 | | 113598 | 法兰转债 | 132.363 | -1.56% | -2.04% | 0.37% | 5.18% | -15.99% | 3.48% | 5.18% | 603966 | 法兰泰克 | 9.02 | -2.59% | -4.65% | 8.28% | 16.84% | 8.54% | 14.34% | 16.84% | 36.06% | 1.411 | -0.62 | 0.20 | 2.05 | 25.06 | 10.95% | 2.55% | 62.82 | 24.40 | 28.42% | 57.53% | 10.18% | 32.35 | 32.48 | 19.92 | 6.51% | 1.63 | -19.64% | 7.45 | 121.07 | 0.000 | - | 9.32% | 16.79% | 141.68 | 0/15 | 30 转股价不下修记录
| 能源及重型设备 | 江苏 | 113.33 | AA- | 增强 | 43.78% | 5.22 | 9.69 | 至少还需14天1/15 | 30 | 115.00 | 8.50% | 8.50% | 24.75% | 26-07-31 | 1.33年 | 2.752 | 3789.30 | 11120.28 | 10.40% | 3.44% | -8.74% | -10.80% | 增强 | 45.40% ↓ | 2.752 | 3.643 | 117.50 | - | ||||||||||
77 | | 118049 | 汇成转债 | 136.327 | -0.44% | -0.18% | -5.46% | 7.06% | 1.17% | 36.33% | 7.06% | 688403 | 汇成股份 | 9.58 | -1.24% | -3.82% | -7.35% | 6.92% | -5.80% | 8.40% | 6.92% | 27.35% | 5.258 | -0.66 | -2.87 | 2.51 | 59.88 | 6.49% | 1.04% | 58.05 | 51.48 | 25.85% | 30.28% | 0.70% | 55.47 | 80.28 | 12.38 | 31.78% | 1.96 | 10.59% | 7.70 | 124.42 | 0.000 | - | 9.57% | 41.58% | 145.90 | 0/15 | 30 转股价不下修记录
| 集成电路封测 | 安徽 | 96.29 | AA- | 增强 | 49.15% | 5.39 | 10.01 | 至少还需15天9/15 | 30 | 112.00 | 20.70% | 14.30% | 2.61% | 30-08-07 | 5.35年 | 11.487 | 2296.00 | 11726.65 | 1.47% | 2.11% | -2.94% | -3.46% | 增强 | 40.68% | 11.487 | 15.660 | 116.50 | - | ||||||||||
78 | | 113039 | 嘉泽转债 | 129.694 | 1.32% | 0.73% | 2.29% | 5.14% | 5.17% | 4.83% | 5.14% | 601619 | 嘉泽新能 | 3.73 | 3.90% | 1.63% | 11.01% | 12.35% | 9.09% | 13.54% | 12.35% | 19.14% | 1.534 | 0.58 | 2.53 | 1.32 | 14.13 | 12.99% | 2.95% | 34.50 | 14.57 | 61.60% | 69.34% | 0.23% | 90.80 | 90.80 | 24.03 | 30.53% | 8.03 | 37.90% | 3.16 | 118.04 | 0.000 | - | 9.87% | 21.47% | 139.56 | 0/15 | 30* 转股价不下修记录
| 风力发电 | 宁夏 | 106.77 | AA | 增强 | 31.43% | 2.21 | 4.11 | 0/15 | 30 | 108.00 | 3.20% | 3.20% | 5.00% | 26-08-24 | 1.39年 | 2.877 | 6298.91 | 29324.52 | 16.98% | 3.28% | -11.40% | -12.52% | 增强 | 27.46% ↓ | 2.877 | 3.731 | 109.80 | - | ||||||||||
79 | | 127082 | 亚科转债 | 125.881 | -0.15% | -0.01% | -2.18% | 0.63% | 3.24% | 4.21% | 0.63% | 002540 | 亚太科技 | 6.39 | 0.47% | 0.95% | 3.57% | 3.73% | 5.97% | 17.58% | 3.73% | 16.87% | 3.850 | -0.78 | 1.62 | 1.47 | 15.44 | 10.06% | 7.57% | 16.29 | 51.73 | 17.28% | 27.67% | 7.91% | 55.55 | 79.97 | 71.11 | 5.67% | 5.65 | -16.38% | 5.58 | 114.52 | 0.000 | - | 9.92% | 18.41% | 135.80 | 0/15 | 30 转股价不下修记录
| 铝 | 江苏 | 106.31 | AA | 增强 | 31.63% | 3.91 | 7.25 | 0/15 | 30 | 112.00 | 20.90% | 14.50% | 30.64% | 29-03-09 | 3.93年 | 11.589 | 3621.45 | 8613.31 | 2.48% | 1.56% | -2.03% | -2.74% | 增强 | 57.43% ↓ | 11.589 | 14.588 | 116.30 | - | ||||||||||
80 下修无限制 | | 118039 | 煜邦转债 | 127.575 | -0.56% | 2.78% | -0.33% | 10.24% | 9.11% | 15.66% | 10.24% | 688597 | 煜邦电力 | 11.67 | -0.77% | 8.06% | 4.10% | 19.94% | 12.43% | 33.81% | 19.94% | 23.31% | 4.168 | 0.51 | 2.73 | 3.34 | 30.23 | 4.32% | 0.44% | 25.45 | 73.47 | 29.74% | 52.60% | - | 28.84 | 28.84 | 5.62 | -9.75% | 0.38 | -52.51% | 10.07 | 115.89 | 0.000 | - | 10.08% | 50.16% | 137.66 | 0/15 | 30** 转股价不下修记录
| 电工仪器仪表 | 北京 | 84.96 | A | 增强 | 49.92% | 7.05 | 13.09 | 0/15 | 30 | 113.00 | 14.20% | 14.20% | 36.21% | 29-07-20 | 4.30年 | 4.104 | 5411.46 | 7553.45 | 10.36% | 2.64% | -1.74% | -2.47% | 增强 | 35.75% ↓ | 4.104 | 5.236 | 118.50 | 下修无限制 | ||||||||||
81 | | 123237 | 佳禾转债 | 140.000 | -2.68% | -2.70% | -16.72% | -6.07% | 7.69% | 32.58% | -6.07% | 300793 | 佳禾智能 | 17.25 | -3.04% | -3.63% | -21.23% | -12.48% | -5.12% | 8.11% | -12.48% | 36.50% | 4.723 | -6.72 | -10.23 | 2.58 | 278.23 | 5.37% | 0.77% | 93.89 | 45.94 | 33.57% | 46.99% | - | 64.18 | 65.64 | 23.77 | 9.44% | 1.33 | -23.58% | 13.58* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 127.03 | 0.000 | - | 10.21% | 55.76% | 150.21 | 0/15 | 30* 转股价不下修记录
| 消费电子零部件及组装 | 广东 | 89.88 | A+ | 增强 | 63.88% | 9.51 | 17.65 | 不强赎 2025-06-19重新计 | 113.00 | 6.70% | 6.60% | 16.12% | 30-01-04 | 4.76年 | 4.318 | 15176.44 | 16947.53 | 25.02% | 2.62% | -3.64% | -4.25% | 增强 | 61.32% ↑ | 4.318 | 6.045 | 117.70 | - | ||||||||||
82 | | 113609 | 永安转债 | 129.975 | -0.86% | -3.32% | 4.69% | 10.80% | 19.08% | 17.69% | 10.80% | 603776 | 永安行 | 17.05 | -0.64% | -7.79% | 12.62% | 22.93% | 75.41% | 45.33% | 31.46% | 51.78% | 1.711 | -8.07 | -4.63 | 1.35 | -21.47 | -3.91% | 1.68% | -1.00 | 59.31 | 17.84% | 31.49% | - | 41.02 | 41.02 | 5.45 | -19.54% | -1.27 | -87.71% | 14.47* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 117.83 | 0.000 | - | 10.31% | 16.24% | 140.29 | 0/15 | 30*** 转股价不下修记录
| 摩托车 | 江苏 | 111.82 | AA- | 增强 | 63.34% | 10.13 | 18.81 | 至少还需10天5/15 | 30 | 115.00 | 14.00% | 14.00% | 17.00% | 26-11-24 | 1.64年 | 5.731 | 13099.78 | 11422.00 | 17.62% | 2.79% | -6.27% | -7.94% | 增强 | 37.97% ↑ | 5.731 | 7.449 | 117.00 | - | ||||||||||
83 | | 123211 | 阳谷转债 | 135.331 | -1.65% | -8.86% | -11.20% | -1.32% | 14.20% | 19.23% | -1.32% | 300121 | 阳谷华泰 | 11.60 | -1.61% | -14.71% | -13.43% | -3.46% | 56.76% | 43.22% | -3.46% | 43.24% | 4.245 | -5.41 | -8.43 | 1.48 | 27.62 | 10.26% | 1.94% | 47.17 | 10.57 | 12.22% | 21.58% | 4.01% | 50.17 | 52.05 | 34.55 | -1.78% | 3.04 | -40.96% | 9.46 | 122.62 | 0.000 | - | 10.36% | 30.79% | 145.69 | 0/15 | 30** 转股价不下修记录
| 橡胶助剂 | 山东 | 103.47 | AA- | 增强 | 59.85% | 6.62 | 12.30 | 不强赎 2025-05-22重新计 | 115.00 | 6.10% | 5.90% | 19.92% | 29-07-27 | 4.32年 | 3.081 | 4801.84 | 8966.14 | 11.49% | 1.79% | -2.80% | -3.56% | 增强 | 32.90% ↓ | 3.081 | 4.170 | 120.00 | - | ||||||||||
84 下修无限制
剩余年限4.3年,环保行业不太好,虽然低溢价率。
每年经营净现金流为负, 每年的净利润才几千万,营业收入每年才5-6亿 | | 123198 | 金埔转债 | 117.956 | -0.04% | 0.25% | -2.56% | 3.04% | -4.87% | 19.11% | 3.04% | 301098 | 金埔园林 | 8.12 | 0.50% | 0.12% | -2.75% | 2.14% | -16.37% | -9.75% | 2.14% | 32.57% | 3.959 | -1.00 | -1.99 | 1.27 | -238.82 | 1.92% | 1.06% | -1.00 | 28.18 | 42.36% | 64.02% | - | 12.15 | 14.94 | 9.99 | 2.35% | 0.21 | -71.78% | 7.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 106.84 | 0.000 | - | 10.40% | 23.48% | 128.36 | 0/15 | 30***** 转股价不下修记录
| 园林工程 | 江苏 | 95.53 | A+ | 增强 | 48.48% | 5.32 | 9.88 | 0/15 | 30 | 115.00 | 26.80% | 21.80% | 9.84% | 29-06-08 | 4.18年 | 3.259 | 2823.03 | 2702.63 | 7.38% | 2.24% | 0.56% | -0.29% | 增强 | 39.57% ↓ | 3.259 | 3.844 | 120.70 | 下修无限制
剩余年限4.3年,环保行业不太好,虽然低溢价率。
每年经营净现金流为负, 每年的净利润才几千万,营业收入每年才5-6亿 | ||||||||||
85 | | 113687 | 振华转债 | 163.143 | -3.08% | -5.99% | -0.56% | 25.32% | 25.10% | 63.14% | 25.32% | 603067 | 振华股份 | 17.19 | -3.26% | -3.70% | 1.18% | 36.10% | 32.23% | 93.61% | 36.10% | 36.90% | 5.386 | -3.65 | -4.67 | 2.87 | 19.34 | 13.98% | 1.06% | 43.70 | 67.34 | 28.74% | 36.53% | 0.49% | 87.50 | 87.50 | 36.99 | 4.67% | 3.71 | -11.07% | 11.64 | 147.68 | 0.000 | - | 10.47% | 61.19% | 173.61 | 0/15 | 30 转股价不下修记录
| 无机盐 | 湖北 | 101.21 | AA | 增强 | 46.13% | 8.15 | 15.13 | 不强赎 2026-03-12重新计 | 110.00 | 4.60% | 4.60% | 0.41% | 30-07-12 | 5.28年 | 4.061 | 10134.82 | 17979.69 | 15.20% | 2.05% | -6.56% | -7.00% | 增强 | 45.50% | 4.061 | 6.625 | 114.70 | - | ||||||||||
86 | | 123206 | 开能转债 | 131.298 | -0.61% | -0.34% | -1.08% | 2.90% | -1.50% | 9.40% | 2.90% | 300272 | 开能健康 | 6.41 | -1.38% | -1.69% | 2.07% | 4.23% | -10.50% | 31.29% | 4.23% | 42.72% | 4.179 | -1.19 | -1.97 | 2.95 | 42.45 | 11.42% | 1.56% | 51.68 | 32.78 | 46.55% | 55.73% | 4.16% | 27.58 | 37.00 | 16.72 | 0.67% | 1.32 | 43.09% | 5.40 | 118.70 | 0.000 | - | 10.61% | 38.34% | 141.91 | 0/15 | 30* 转股价不下修记录
| 清洁小家电 | 上海 | 94.91 | A+ | 增强 | 59.61% | 3.78 | 7.02 | 0/15 | 30 | 115.00 | 9.10% | 6.70% | 23.93% | 29-07-20 | 4.30年 | 2.497 | 2317.80 | 9855.85 | 7.08% | 3.56% | -1.96% | -2.77% | 增强 | 23.31% ↓ | 2.497 | 3.279 | 120.80 | - | ||||||||||
87 | | 128130 | 景兴转债 | 124.059 | -0.97% | -0.75% | -7.71% | 0.53% | 9.85% | 11.87% | 0.53% | 002067 | 景兴纸业 | 3.80 | -1.04% | -2.81% | -13.64% | -4.04% | 13.43% | 28.89% | -4.04% | 31.27% | 1.484 | -3.00 | -6.50 | 0.86 | 271.43 | 1.65% | 0.63% | 85.98 | 29.66 | 26.69% | 33.43% | - | 42.56 | 47.77 | 54.57 | -12.37% | 0.92 | -22.13% | 3.39 | 112.09 | 0.000 | - | 10.67% | 14.17% | 134.73 | 0/15 | 30* 转股价不下修记录
| 大宗用纸 | 浙江 | 108.66 | AA | 增强 | 50.37% | 2.71 | 4.41 | 至少还需15天4/15 | 30 | 110.00 | 17.50% | 15.60% | 18.73% | 26-08-31 | 1.41年 | 7.438 | 5875.28 | 11699.43 | 6.35% | 2.74% | -7.19% | -8.58% | 增强 | 27.64% ↓ | 7.438 | 9.228 | 111.80 | - | ||||||||||
88 下修有限制
目前价格: 可买入价116 | | 123147 | 中辰转债 | 124.560 | -1.01% | -3.65% | -7.56% | -2.00% | 0.46% | 7.05% | -2.00% | 300933 | 中辰股份 | 7.26 | -0.41% | -8.45% | -9.36% | -13.16% | -6.56% | 0.43% | -13.16% | 28.27% | 3.078 | -4.58 | -8.39 | 2.07 | 105.22 | 4.18% | 0.54% | 81.66 | 23.58 | 50.83% | 58.86% | - | 34.10 | 34.10 | 27.99 | 8.53% | 0.66 | -13.02% | 6.46* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 112.38 | 0.000 | - | 10.83% | 15.31% | 135.39 | 0/15 | 30* 转股价不下修记录
| 线缆部件及其他 | 江苏 | 108.02 | AA- | 增强 | 62.63% | 4.52 | 8.40 | 至少还需12天3/15 | 30 | 115.00 | 14.60% | 14.60% | 21.98% | 28-05-31 | 3.16年 | 4.984 | 6107.76 | 9177.43 | 9.82% | 2.69% | -1.38% | -2.42% | 增强 | 44.32% ↓ | 4.984 | 6.208 | 119.30 | 下修有限制
目前价格: 可买入价116 | ||||||||||
89 | | 113632 | 鹤21转债 | 125.931 | -0.54% | -1.16% | -3.06% | 2.72% | 4.41% | 8.93% | 2.72% | 603733 | 仙鹤股份 | 22.12 | -0.67% | -2.51% | -1.86% | 7.22% | 4.00% | 27.02% | 7.22% | 16.34% | 2.623 | -1.76 | -1.75 | 1.98 | 15.29 | 9.35% | 1.58% | 8.38 | 21.57 | 57.66% | 64.65% | 5.95% | 156.16 | 156.16 | 85.53 | 10.53% | 6.64 | -6.55% | 19.49** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 113.49 | 0.000 | - | 10.96% | 15.50% | 136.89 | 0/15 | 30***** 转股价不下修记录
| 特种纸 | 浙江 | 109.03 | AA | 增强 | 35.57% | 13.64 | 25.34 | 0/15 | 30 | 112.00 | 13.10% | 13.10% | 50.62% | 27-11-17 | 2.63年 | 20.498 | 6295.51 | 4852.71 | 2.44% | 0.31% | -3.36% | -4.35% | 增强 | 28.66% ↑ | 20.498 | 25.813 | 115.30 | - | ||||||||||
90 | | 128105 | 长集转债 | 125.200 | 0.60% | 1.73% | -1.84% | 11.61% | 17.94% | 17.25% | 11.61% | 002616 | 长青集团 | 5.97 | 0.00% | 1.88% | 0.67% | 24.90% | 28.11% | 31.17% | 24.90% | 17.02% | 1.107 | 0.46 | 0.52 | 1.63 | 30.77 | 6.17% | 1.68% | 41.67 | 21.61 | 70.28% | 74.03% | - | 28.08 | 44.30 | 39.66 | 15.83% | 1.59 | 108.15% | 5.30** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 112.64 | 0.000 | - | 11.15% | 15.11% | 136.35 | 0/10 | 20***** 转股价不下修记录
| 其他能源发电 | 广东 | 108.77 | AA- | 增强 | 46.75% | 3.71 | 6.89 | 0/15 | 30 | 110.00 | 21.50% | 13.70% | 19.96% | 26-04-09 | 1.02年 | 6.050 | 5518.16 | 9336.40 | 7.30% | 3.30% | -10.72% | -12.57% | 增强 | 32.81% ↓ | 6.050 | 7.575 | 111.80 | - | ||||||||||
91 | | 123089 | 九洲转2 | 135.461 | 0.23% | -0.31% | 0.02% | -1.48% | 1.09% | 19.57% | -1.48% | 300040 | 九洲集团 | 6.70 | 0.30% | -1.62% | 4.04% | -7.59% | -7.97% | 43.82% | -7.59% | 43.83% | 1.819 | -0.58 | -1.75 | 1.38 | -159.52 | 3.29% | 1.01% | -1.00 | 43.27 | 54.56% | 59.05% | 12.66% | 31.95 | 40.39 | 12.13 | -8.89% | 0.94 | -36.19% | 5.50 | 121.82 | 0.000 | - | 11.20% | 20.87% | 146.66 | 0/15 | 30 转股价不下修记录
| 电能综合服务 | 黑龙江 | 112.07 | AA- | 增强 | 77.41% | 3.85 | 7.15 | 至少还需11天4/15 | 30 | 115.00 | 7.00% | 5.50% | 6.30% | 26-12-21 | 1.72年 | 2.225 | 19477.03 | 27331.76 | 64.34% | 8.52% | -8.04% | -9.64% | 增强 | 13.18% ↓ | 2.225 | 3.014 | 117.50 | - | ||||||||||
92 | | 127050 | 麒麟转债 | 127.371 | -3.93% | -5.65% | -6.14% | -4.95% | -9.11% | 1.09% | -4.95% | 002984 | 森麒麟 | 22.84 | -5.11% | -7.68% | -4.79% | -7.38% | -19.47% | 7.49% | -7.38% | 19.57% | 2.636 | -6.05 | -7.32 | 1.85 | 11.45 | 16.41% | 1.28% | 0.00 | 4.46 | 14.17% | 23.73% | - | 162.67 | 236.50 | 78.42 | 24.63% | 13.69 | 70.88% | 19.95* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 114.49 | 0.000 | - | 11.25% | 18.84% | 138.62 | 0/15 | 30 转股价不下修记录
| 轮胎轮毂 | 山东 | 107.18 | AA | 增强 | 32.60% | 13.97 | 25.94 | 不强赎 2025-11-10重新计 | 110.00 | 12.80% | 8.80% | 53.01% | 27-11-11 | 2.61年 | 20.861 | 32634.36 | 58066.21 | 12.20% | 3.53% | -4.46% | -5.33% | 增强 | 32.58% ↑ | 20.861 | 26.571 | 113.30 | - | ||||||||||
93 | | 128120 | 联诚转债 | 131.064 | -1.12% | -0.23% | -0.41% | 10.58% | 12.02% | 1.21% | 10.58% | 002921 | 联诚精密 | 13.65 | -2.08% | -3.81% | 0.96% | 24.77% | 19.63% | 2.08% | 24.77% | 26.13% | 1.396 | -4.37 | -9.34 | 1.73 | -67.57 | 0.40% | 0.69% | -1.00 | 35.64 | 47.44% | 53.96% | 15.36% | 16.12 | 18.91 | 11.04 | -10.23% | 0.05 | -81.09% | 11.59* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 117.77 | 0.000 | - | 11.28% | 25.78% | 142.34 | 0/15 | 30* 转股价不下修记录
| 其他汽车零部件 | 山东 | 104.20 | A | 增强 | 52.54% | 8.11 | 15.07 | 至少还需5天10/15 | 30 | 112.00 | 10.60% | 9.00% | 12.86% | 26-07-17 | 1.29年 | 1.705 | 3763.20 | 5380.90 | 16.77% | 3.32% | -10.30% | -12.04% | 增强 | 12.34% ↓ | 1.705 | 2.235 | 114.20 | - | ||||||||||
94 | | 127052 | 西子转债 | 124.650 | -1.58% | -3.07% | -6.21% | 4.50% | 3.35% | 17.34% | 4.50% | 002534 | 西子洁能 | 12.54 | -4.13% | -8.80% | -6.07% | 12.87% | 1.37% | 14.28% | 12.87% | 19.84% | 2.728 | -3.12 | -6.31 | 2.20 | 64.64 | 1.47% | 0.80% | 79.06 | 39.05 | 27.53% | 68.62% | - | 91.64 | 92.70 | 80.79 | 10.01% | 0.55 | -73.23% | 11.20** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 111.96 | 0.000 | - | 11.33% | 16.64% | 135.98 | 0/15 | 30*** 转股价不下修记录
| 火电设备 | 浙江 | 106.87 | AA | 增强 | 42.04% | 7.84 | 14.56 | 0/15 | 30 | 110.00 | 12.10% | 12.00% | 47.86% | 27-12-24 | 2.73年 | 11.099 | 6165.96 | 14315.27 | 4.44% | 1.53% | -3.50% | -4.34% | 增强 | 35.17% ↓ | 11.099 | 13.835 | 113.30 | - | ||||||||||
95 | | 118045 | 盟升转债 | 196.386 | -0.52% | -5.42% | -1.19% | 16.41% | 43.00% | 56.71% | 16.41% | 688311 | 盟升电子 | 36.93 | 0.74% | -2.53% | -0.49% | 11.54% | 21.08% | 9.42% | 11.54% | 52.75% | 4.802 | -7.84 | -6.10 | 3.93 | -28.67 | -3.31% | 0.00% | -1.00 | 40.17 | 18.36% | 32.32% | - | 62.01 | 62.06 | 3.31 | -30.81% | -0.56 | -315.20% | 20.94** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 176.36 | 0.000 | - | 11.35% | 117.17% | 207.74 | 0/15 | 30*** 转股价不下修记录
| 军工电子 | 四川 | 90.43 | A+ | 增强 | 74.58% | 14.66 | 27.22 | 不强赎 2025-05-28重新计 | 112.00 | 2.00% | 2.00% | 16.25% | 29-09-12 | 4.45年 | 1.239 | 43927.47 | 9211.32 | 178.13% | 1.48% | -11.27% | -11.81% | 增强 | 71.02% ↑ | 1.239 | 2.433 | 116.30 | - | ||||||||||
96 | | 127020 | 中金转债 | 124.237 | 0.01% | -0.74% | -0.78% | 3.10% | 1.13% | 1.86% | 3.10% | 000060 | 中金岭南 | 4.88 | -0.61% | -2.01% | 3.17% | 4.05% | -5.97% | 5.08% | 4.05% | 15.15% | 1.379 | -1.11 | -1.35 | 1.31 | 24.28 | 4.91% | 1.15% | 44.96 | 10.01 | 53.55% | 61.78% | - | 182.38 | 182.39 | 655.96 | 18.53% | 6.88 | -43.27% | 4.38 | 111.42 | 0.000 | - | 11.51% | 14.30% | 135.75 | 0/15 | 30 转股价不下修记录
| 铅锌 | 广东 | 108.69 | AA+ | 增强 | 28.16% | 3.07 | 5.69 | 0/15 | 30 | 110.00 | 16.60% | 16.60% | 27.59% | 26-07-20 | 1.30年 | 30.225 | 5360.03 | 17044.92 | 1.43% | 0.93% | -8.09% | -9.55% | 增强 | 24.89% ↓ | 30.225 | 37.551 | 111.50 | - | ||||||||||
97 下修无限制 | | 111019 | 宏柏转债 | 121.220 | -0.46% | -1.13% | -3.00% | 4.78% | -0.70% | 21.22% | 4.78% | 605366 | 宏柏新材 | 5.92 | 0.51% | -2.15% | -1.00% | 9.23% | -6.77% | -20.77% | 9.23% | 29.72% | 4.819 | -1.68 | -1.37 | 1.81 | -197.33 | 3.31% | 0.64% | -1.00 | 13.14 | 43.65% | 49.04% | 0.88% | 37.43 | 37.59 | 13.85 | -18.41% | 0.65 | -81.56% | 5.45* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.62 | 0.000 | - | 11.60% | 20.50% | 132.82 | 0/15 | 30* 转股价不下修记录
| 其他化学制品 | 江西 | 100.60 | AA- | 增强 | 46.13% | 3.82 | 7.09 | 0/15 | 30 | 115.00 | 21.80% | 21.80% | 36.22% | 30-04-17 | 5.04年 | 8.177 | 4886.29 | 3401.69 | 4.93% | 0.91% | -0.22% | -0.90% | 增强 | 64.22% ↑ | 8.177 | 9.912 | 119.90 | 下修无限制 | ||||||||||
98 ##### 4.金丹转债(中等)
> 一句话总结防守较好,下修到底过,但是到期时间较长,规模5个多亿
```javascript
主板类型: 创业板
下修限制: 无 =>
下修历史: 2024-03-11下修到底过 =>
建议买入价: 116.5 =>
目前价格: 127.980 到期赎回价:115
溢价率: 5.45% 转债规模: 5.235亿
资产负债率: 47.2%
股权质押率: 0.26%
概念:农业种植
剩余年限: 4.51年
转债占比: 15.00%
转债历史价格:最低100 =>
债券等级: AA-
正股市值: 流通:24.02 总市值34.95
公司信息: =>
大股东持股比例31%
近5年净利润为正每年都为1.2亿左右 经营现金流都为正也不错
货币资金5.5亿 暂时安全,肯定不愿意还钱的
``` | | 123204 | 金丹转债 | 125.425 | -0.28% | -1.40% | -4.90% | -2.41% | 0.06% | 2.76% | -2.41% | 300829 | 金丹科技 | 16.82 | -0.24% | -2.49% | -5.88% | -10.48% | -7.02% | -2.22% | -10.48% | 30.25% | 4.138 | -1.72 | -2.71 | 1.77 | 46.34 | 5.31% | 0.58% | 49.00 | 15.67 | 40.64% | 47.13% | 0.17% | 22.22 | 32.36 | 14.18 | -7.59% | 0.85 | -35.54% | 14.98* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 112.28 | 0.000 | - | 11.70% | 21.36% | 137.13 | 0/15 | 30 转股价不下修记录
| 食品及饲料添加剂 | 河南 | 103.35 | AA- | 增强 | 58.46% | 10.49 | 19.47 | 0/15 | 30 | 115.00 | 23.60% | 16.20% | 24.24% | 29-07-13 | 4.28年 | 5.235 | 3978.87 | 2605.63 | 6.06% | 1.17% | -1.11% | -1.88% | 增强 | 38.15% ↓ | 5.235 | 6.566 | 119.70 | ##### 4.金丹转债(中等)
> 一句话总结防守较好,下修到底过,但是到期时间较长,规模5个多亿
```javascript
主板类型: 创业板
下修限制: 无 =>
下修历史: 2024-03-11下修到底过 =>
建议买入价: 116.5 =>
目前价格: 127.980 到期赎回价:115
溢价率: 5.45% 转债规模: 5.235亿
资产负债率: 47.2%
股权质押率: 0.26%
概念:农业种植
剩余年限: 4.51年
转债占比: 15.00%
转债历史价格:最低100 =>
债券等级: AA-
正股市值: 流通:24.02 总市值34.95
公司信息: =>
大股东持股比例31%
近5年净利润为正每年都为1.2亿左右 经营现金流都为正也不错
货币资金5.5亿 暂时安全,肯定不愿意还钱的
``` | ||||||||||
99 | | 110063 | 鹰19转债 | 113.707 | -0.50% | -0.22% | -1.73% | 4.61% | 15.61% | 10.59% | 4.61% | 600567 | 山鹰国际 | 1.79 | -0.56% | -0.56% | 3.47% | -8.67% | -6.28% | -3.61% | -8.67% | 34.96% | 0.699 | -0.38 | 2.76 | 0.70 | -25.94 | 1.14% | 0.50% | -1.00 | 5.12 | 62.98% | 69.49% | 15.37% | 97.94 | 97.94 | 293.33 | -13.76% | 1.56 | 106.92% | 1.76***** 转股价下修5次,成功下修5次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 101.71 | 0.000 | - | 11.80% | 3.89% | 125.51 | 0/15 | 30***** 转股价不下修记录
| 大宗用纸 | 安徽 | 109.45 | AA | 增强 | 42.71% | 1.23 | 2.29 | 0/15 | 30 | 111.00 | 18.80% | 18.80% | 24.73% | 25-12-13 | 0.70年 | 18.438 | 5000.61 | 19050.97 | 2.38% | 1.94% | -3.43% | -6.23% | 增强 | 22.98% ↓ | 18.438 | 20.965 | 111.00 | - | ||||||||||
100 | | 123223 | 九典转02 | 137.148 | -0.40% | 2.67% | 0.40% | -2.59% | -17.35% | -21.41% | -2.59% | 300705 | 九典制药 | 18.78 | 0.32% | 6.83% | 9.50% | 4.62% | -28.27% | -28.30% | 4.62% | 35.29% | 4.397 | 1.78 | 6.73 | 3.91 | 19.85 | 21.22% | 1.19% | 3.25 | 15.73 | 13.36% | 26.47% | 1.70% | 68.73 | 93.19 | 26.93 | 15.75% | 3.68 | 36.54% | 15.33 | 122.51 | 0.000 | - | 11.95% | 48.75% | 149.10 | 0/15 | 30 转股价不下修记录
| 化学制剂 | 湖南 | 92.20 | A+ | 增强 | 46.62% | 10.73 | 19.93 | 不强赎 2025-05-02重新计 | 113.00 | 3.00% | 2.20% | 31.66% | 29-09-15 | 4.46年 | 2.053 | 7637.63 | 49896.01 | 27.19% | 7.29% | -3.29% | -3.98% | 增强 | 44.22% ↓ | 2.053 | 2.816 | 118.50 | - | ||||||||||
101 创业板
规模3.5亿小 剩余年限4.54年
需要关注公司质押 和正股流通市值11.4亿
尽量115及以下购买 | | 123201 | 纽泰转债 | 127.535 | -1.21% | -1.82% | -1.47% | 5.92% | 4.32% | 0.81% | 5.92% | 301229 | 纽泰格 | 24.13 | -3.13% | -6.00% | 1.39% | 10.03% | 0.46% | 8.27% | 10.03% | 27.26% | 4.081 | -2.05 | -5.25 | 2.90 | 42.63 | 8.62% | 0.36% | 48.31 | 42.56 | 29.37% | 42.99% | 10.49% | 18.60 | 27.60 | 9.03 | 30.46% | 0.73 | 75.08% | 21.19 | 113.87 | 0.000 | - | 12.00% | 46.22% | 139.54 | 0/15 | 30 转股价不下修记录
| 底盘与发动机系统 | 江苏 | 87.22 | A | 增强 | 53.51% | 14.83 | 27.55 | 至少还需13天2/15 | 30 | 115.00 | 17.00% | 11.40% | 32.87% | 29-06-27 | 4.24年 | 3.158 | 3128.15 | 5587.86 | 7.74% | 2.98% | -1.26% | -2.10% | 增强 | 19.03% ↓ | 3.158 | 4.028 | 121.00 | 创业板
规模3.5亿小 剩余年限4.54年
需要关注公司质押 和正股流通市值11.4亿
尽量115及以下购买 | ||||||||||
102 | | 127099 | 盛航转债 | 131.812 | -0.59% | -0.23% | 1.07% | 1.75% | 5.82% | 16.35% | 1.75% | 001205 | 盛航股份 | 18.35 | -0.27% | 0.27% | 3.56% | -4.87% | 3.50% | 14.97% | -4.87% | 28.46% | 4.559 | 0.09 | 0.50 | 1.92 | 18.67 | 11.63% | 0.59% | 28.71 | 35.65 | 54.20% | 59.44% | 3.88% | 29.25 | 34.50 | 12.61 | 45.30% | 1.82 | 7.68% | 15.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 117.63 | 0.000 | - | 12.06% | 28.89% | 143.87 | 暂不 2025-04-14 重新计** 转股价不下修记录
| 航运 | 江苏 | 102.27 | AA- | 增强 | 41.71% | 10.92 | 20.28 | 0/15 | 30 | 115.00 | 15.50% | 13.20% | 29.45% | 29-12-06 | 4.68年 | 4.541 | 2136.83 | 3765.31 | 3.58% | 1.29% | -1.99% | -2.71% | 增强 | 61.20% ↑ | 4.541 | 5.986 | 120.20 | - | ||||||||||
103 | | 113669 | 景23转债 | 142.338 | -7.18% | -6.77% | -9.91% | 8.67% | 5.87% | 23.51% | 8.67% | 603228 | 景旺电子 | 31.38 | -10.01% | -7.27% | -8.06% | 12.72% | 1.49% | 50.90% | 12.72% | 29.40% | 4.060 | -8.78 | -11.86 | 2.66 | 28.35 | 11.12% | 1.44% | 55.22 | 29.89 | 14.72% | 40.15% | - | 289.01 | 292.75 | 107.57 | 2.31% | 9.36 | -12.16% | 24.71 | 126.99 | 0.000 | - | 12.08% | 38.27% | 154.42 | 0/15 | 30* 转股价不下修记录
| 印制电路板 | 广东 | 102.94 | AA | 增强 | 57.04% | 17.30 | 32.12 | 不强赎 2025-08-20重新计 | 108.00 | 4.00% | 3.90% | 36.38% | 29-04-04 | 4.01年 | 11.436 | 43257.36 | 105989.74 | 26.33% | 3.57% | -5.76% | -6.29% | 增强 | 28.47% ↓ | 11.436 | 16.278 | 112.80 | - | ||||||||||
104 | | 111020 | 合顺转债 | 131.019 | -2.93% | -3.30% | -2.84% | 1.56% | 3.85% | 31.02% | 1.56% | 605166 | 聚合顺 | 12.53 | -4.42% | -5.43% | -2.41% | 4.68% | 6.01% | 25.65% | 4.68% | 35.43% | 5.147 | -2.39 | -3.82 | 2.12 | 14.54 | 11.99% | 2.28% | 23.75 | 37.95 | 29.52% | 65.36% | 6.28% | 39.44 | 39.44 | 60.18 | -0.31% | 1.97 | -18.78% | 10.72 | 116.88 | 0.000 | - | 12.09% | 32.00% | 143.11 | 0/15 | 30 转股价不下修记录
| 锦纶 | 浙江 | 99.26 | AA- | 增强 | 37.78% | 7.50 | 13.94 | 0/15 | 30 | 115.00 | 8.60% | 8.60% | 0.07% | 30-07-22 | 5.30年 | 3.380 | 6626.32 | 12155.59 | 14.89% | 3.04% | -1.68% | -2.31% | 增强 | 47.19% | 3.380 | 4.428 | 119.90 | - | ||||||||||
105 | | 118041 | 星球转债 | 127.427 | -1.07% | -0.87% | -6.76% | 1.52% | 10.60% | 10.72% | 1.52% | 688633 | 星球石墨 | 26.59 | -1.01% | -1.45% | -12.96% | -3.90% | 11.72% | 50.95% | -3.90% | 21.03% | 4.190 | -2.07 | -3.68 | 2.45 | 36.48 | 10.26% | 1.22% | 69.88 | 45.23 | 27.76% | 45.79% | - | 38.23 | 38.56 | 7.71 | 18.35% | 1.48 | 4.27% | 23.39 | 113.68 | 0.000 | - | 12.09% | 35.79% | 139.52 | 0/15 | 30***** 转股价不下修记录
| 能源及重型设备 | 江苏 | 93.84 | A+ | 增强 | 46.49% | 16.37 | 30.41 | 至少还需15天4/15 | 30 | 114.00 | 16.20% | 16.10% | 67.27% | 29-07-31 | 4.33年 | 6.200 | 4276.42 | 2245.69 | 5.41% | 0.59% | -1.47% | -2.23% | 增强 | 69.09% ↓ | 6.200 | 7.900 | 119.70 | - | ||||||||||
106 下修无限制 | | 118004 | 博瑞转债 | 133.463 | -0.92% | 0.17% | 0.60% | 10.83% | 4.43% | 5.35% | 10.83% | 688166 | 博瑞医药 | 41.47 | -0.05% | 3.83% | 8.14% | 37.32% | 5.66% | 25.98% | 37.32% | 22.71% | 2.773 | 0.37 | 2.10 | 7.32 | 100.90 | 8.84% | 0.23% | 88.69 | 67.01 | 47.92% | 52.80% | - | 175.20 | 175.20 | 11.80 | 15.94% | 2.02 | -15.51% | 34.84 | 119.03 | 0.000 | - | 12.13% | 21.84% | 145.59 | 0/15 | 30**** 转股价不下修记录
| 原料药 | 江苏 | 109.54 | AA- | 增强 | 61.61% | 24.39 | 45.29 | 0/15 | 30 | 115.00 | 2.70% | 2.70% | 44.44% | 28-01-04 | 2.76年 | 4.648 | 7087.25 | 35181.18 | 11.39% | 1.99% | -4.15% | -5.27% | 增强 | 45.81% ↑ | 4.648 | 6.203 | 119.00 | 下修无限制 | ||||||||||
107 | | 127095 | 广泰转债 | 131.527 | -1.73% | -3.33% | -6.08% | 0.79% | -4.06% | -2.50% | 0.79% | 002111 | 威海广泰 | 10.84 | -2.69% | -8.14% | -4.91% | -1.63% | -5.98% | 3.85% | -1.63% | 26.43% | 4.442 | -2.78 | -4.37 | 1.83 | 33.46 | 4.12% | 0.92% | 43.56 | 20.55 | 34.05% | 50.24% | 3.38% | 51.84 | 57.67 | 24.04 | 2.50% | 1.26 | -47.65% | 9.25 | 117.19 | 0.000 | - | 12.23% | 28.56% | 143.76 | 0/15 | 30 转股价不下修记录
| 航空装备 | 山东 | 102.31 | AA- | 增强 | 43.24% | 6.48 | 12.03 | 0/15 | 30 | 115.00 | 13.40% | 12.00% | 63.16% | 29-10-18 | 4.54年 | 6.928 | 3133.09 | 16099.36 | 3.42% | 3.08% | -2.09% | -2.81% | 增强 | 39.45% ↓ | 6.928 | 9.112 | 119.70 | - | ||||||||||
108 或可低于 | | 113629 | 泉峰转债 | 117.272 | -1.00% | -2.01% | -3.63% | 2.19% | -2.59% | 14.76% | 2.19% | 603982 | 泉峰汽车 | 8.23 | -1.44% | -4.75% | -2.60% | 3.39% | -12.91% | -29.42% | 3.39% | 27.87% | 2.345 | -3.15 | -5.39 | 1.16 | -4.17 | -21.89% | 0.00% | -1.00 | 12.89 | 66.85% | 71.13% | 7.16% | 22.41 | 22.41 | 21.35 | 22.37% | -5.65 | -265.76% | 7.89** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 104.31 | 0.000 | - | 12.43% | 11.58% | 129.70 | 0/15 | 30** 转股价不下修记录
| 底盘与发动机系统 | 江苏 | 105.10 | A+ | 增强 | 44.24% | 5.52 | 10.26 | 0/15 | 30 | 115.00 | 23.70% | 23.70% | 24.43% | 27-09-14 | 2.45年 | 5.323 | 3618.73 | 4002.93 | 5.78% | 1.78% | 0.61% | -0.74% | 增强 | 28.97% ↓ | 5.323 | 6.242 | 119.00 | 或可低于 | ||||||||||
109 | | 113068 | 金铜转债 | 119.572 | -0.97% | -2.01% | -2.49% | 4.83% | 8.60% | 4.12% | 4.83% | 601609 | 金田股份 | 6.27 | -1.42% | -3.69% | 1.13% | 6.27% | 3.12% | 4.03% | 6.27% | 20.13% | 4.197 | -2.17 | -2.14 | 1.13 | 44.16 | 6.73% | 1.90% | 71.17 | 18.00 | 61.05% | 68.29% | - | 93.14 | 93.14 | 1105.00 | 9.20% | 5.27 | 25.37% | 5.90* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 106.27 | 0.000 | - | 12.52% | 16.69% | 132.09 | 0/15 | 30 转股价不下修记录
| 铜 | 浙江 | 102.47 | AA+ | 增强 | 35.47% | 4.13 | 7.67 | 0/15 | 30 | 108.00 | 15.10% | 15.10% | 40.05% | 29-07-28 | 4.32年 | 14.085 | 8486.87 | 7789.49 | 5.03% | 0.84% | -1.47% | -1.97% | 增强 | 47.40% ↓ | 14.085 | 16.842 | 112.30 | - | ||||||||||
110 垃圾千万不能买 | | 123099 | 普利转债 | 93.549 | 停牌 | 0.00% | 52.86% | 9.76% | 10.49% | -26.26% | 9.76% | 300630 | *ST普利 | 2.49 | 0.00% | 0.81% | 1.22% | -67.02% | -66.67% | -88.79% | -63.44% | 57.95% | 1.580 | 3.32 | -6.39 | 0.50 | -2.85 | 15.62% | 0.00% | -1.00 | 1.76 | 49.17% | 55.09% | - | 11.15 | 13.98 | 0.00 | - | 0.00 | - | 3.00***** 转股价下修5次,成功下修5次
2025-03-24 起暂停转股:可能被终止上市
转股价3.000生效日期2025-03-11
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 83.00 | 0.000 | - | 12.71% | 17.54% | 106.26 | 至少还需12天3/15 | 30** 转股价不下修记录
| 化学制剂 | 海南 | 79.59 | BB | 增强 | 112.65% | 2.10 | 3.90 | 0/15 | 30 | 118.00 | 18.10% | 14.50% | 0.73% | 27-02-09 | 1.85年 | 2.023 | 0.00 | 0.00 | 0.00% | 0.00% | 14.54% | 12.42% | 增强 | 33.49% ↑ | 2.023 | 1.892 | 120.00 | 垃圾千万不能买 | ||||||||||
111 | | 128076 | 金轮转债 | 123.049 | -0.87% | -1.87% | -6.46% | 1.11% | -6.07% | 1.47% | 1.11% | 002722 | 物产金轮 | 14.81 | -1.20% | -4.08% | -8.41% | 4.44% | -13.69% | 18.24% | 4.44% | 21.16% | 0.042 | -3.21 | -4.76 | 1.18 | 22.24 | 5.17% | 1.28% | 23.96 | 25.91 | 17.69% | 22.52% | 0.97% | 25.99 | 30.60 | 27.89 | -1.64% | 1.26 | 20.75% | 13.57 | 109.14 | 0.000 | - | 12.75% | 13.39% | 135.80 | 0/15 | 30** 转股价不下修记录
| 纺织服装设备 | 江苏 | 108.52 | AA- | 增强 | 44.90% | 9.50 | 17.64 | 0/15 | 30 | 110.00 | 8.20% | 7.00% | 13.00% | 25-10-14 | 0.53年 | 2.133 | 2145.45 | 4551.39 | 8.17% | 1.75% | -19.95% | -23.01% | 增强 | 16.38% ↓ | 2.133 | 2.625 | 110.00 | - | ||||||||||
112 | | 113666 | 爱玛转债 | 134.890 | -0.54% | 3.55% | 4.57% | 6.69% | 12.74% | 20.83% | 6.69% | 603529 | 爱玛科技 | 46.35 | -1.32% | 3.69% | 13.46% | 12.99% | 26.95% | 46.94% | 12.99% | 18.23% | 3.899 | 3.30 | 6.21 | 4.58 | 22.64 | 25.40% | 1.87% | 62.33 | 75.21 | 17.29% | 63.03% | - | 390.62 | 399.41 | 210.36 | 1.12% | 18.81 | 0.41% | 38.79 | 119.49 | 0.000 | - | 12.89% | 28.93% | 147.78 | 0/15 | 30**** 转股价不下修记录
| 其他运输设备 | 天津 | 104.62 | AA | 增强 | 43.85% | 27.15 | 50.43 | 0/15 | 30 | 110.00 | 5.10% | 5.00% | 45.71% | 29-02-23 | 3.90年 | 19.995 | 15245.86 | 35855.70 | 5.72% | 0.93% | -4.24% | -4.85% | 增强 | 32.96% ↓ | 19.995 | 26.971 | 114.30 | - | ||||||||||
113 下修无限制 | | 123218 | 宏昌转债 | 127.100 | -2.01% | -2.49% | -4.34% | 8.08% | 7.76% | 12.14% | 8.08% | 301008 | 宏昌科技 | 22.10 | -3.70% | -6.04% | -5.68% | 17.37% | 9.51% | 29.10% | 17.37% | 29.34% | 4.204 | -4.00 | -8.38 | 2.21 | 63.87 | 8.04% | 1.93% | 85.03 | 71.62 | 24.92% | 44.90% | - | 21.54 | 24.88 | 8.85 | 7.03% | 0.86 | 27.72% | 19.64* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 112.53 | 0.000 | - | 12.95% | 34.40% | 140.05 | 0/15 | 30* 转股价不下修记录
| 家电零部件 | 浙江 | 94.57 | A+ | 增强 | 65.43% | 13.75 | 25.53 | 至少还需10天5/15 | 30 | 115.00 | 16.80% | 14.50% | 36.85% | 29-08-10 | 4.36年 | 3.610 | 5870.85 | 5540.85 | 12.71% | 2.53% | -1.19% | -1.99% | 增强 | 26.49% ↓ | 3.610 | 4.588 | 120.80 | 下修无限制 | ||||||||||
114 | | 127028 | 英特转债 | 125.870 | -0.10% | 0.26% | -1.38% | 0.99% | 0.94% | 0.06% | 0.99% | 000411 | 英特集团 | 10.78 | 0.28% | 0.09% | 0.94% | 1.22% | -3.49% | 2.73% | 1.22% | 15.72% | 1.855 | -0.53 | -0.09 | 1.26 | 11.91 | 14.02% | 2.83% | 15.49 | 2.76 | 42.00% | 69.36% | - | 34.79 | 56.26 | 320.52 | 4.68% | 4.89 | 130.09% | 9.68* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 111.36 | 0.000 | - | 13.03% | 18.71% | 138.90 | 0/15 | 30 转股价不下修记录
| 医药流通 | 浙江 | 106.03 | AA+ | 增强 | 28.66% | 6.78 | 12.58 | 0/15 | 30 | 108.00 | 11.70% | 7.20% | 14.92% | 27-01-05 | 1.76年 | 4.062 | 2568.12 | 3396.83 | 5.04% | 0.98% | -7.55% | -8.49% | 增强 | 32.27% ↓ | 4.062 | 5.113 | 109.80 | - | ||||||||||
115 | | 113678 | 中贝转债 | 141.932 | 1.46% | 4.67% | -4.88% | 11.15% | 10.26% | 6.59% | 11.15% | 603220 | 中贝通信 | 26.42 | 1.97% | 6.10% | -9.71% | 15.02% | 7.66% | -2.12% | 15.02% | 29.70% | 4.492 | -2.96 | -4.20 | 5.64 | 62.17 | 7.85% | 0.44% | 77.20 | 78.62 | 62.45% | 72.48% | 3.21% | 114.73 | 114.73 | 28.62 | 8.27% | 1.44 | 32.21% | 21.06* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 125.45 | 0.000 | - | 13.14% | 51.67% | 155.07 | 0/15 | 30 转股价不下修记录
| 通信工程及服务 | 湖北 | 93.58 | A+ | 增强 | 53.99% | 14.74 | 27.38 | 至少还需3天12/15 | 30 | 115.00 | 4.50% | 4.50% | 22.11% | 29-10-19 | 4.55年 | 5.112 | 24620.31 | 73160.49 | 34.14% | 6.50% | -3.54% | -4.28% | 增强 | 51.20% ↑ | 5.112 | 7.256 | 120.90 | - | ||||||||||
116 | | 113561 | 正裕转债 | 133.185 | -0.87% | -1.90% | -6.06% | -9.36% | -5.53% | 2.17% | -9.36% | 603089 | 正裕工业 | 10.00 | -1.19% | -5.03% | -7.92% | 11.48% | 12.49% | -0.79% | 11.48% | 48.10% | 0.361 | -3.44 | -7.24 | 1.86 | 72.99 | 5.24% | 0.00% | 86.99 | 30.52 | 41.46% | 57.34% | 16.06% | 22.37 | 22.37 | 17.58 | 3.42% | 0.59 | -16.61% | 8.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 117.65 | 0.000 | - | 13.21% | 23.32% | 146.40 | 0/15 | 30** 转股价不下修记录
| 底盘与发动机系统 | 浙江 | 108.00 | A+ | 增强 | 40.90% | 5.95 | 11.05 | 至少还需8天7/15 | 30 | 112.00 | 6.20% | 6.20% | 0.06% | 25-12-31 | 0.74年 | 1.377 | 2242.29 | 3991.72 | 12.19% | 1.79% | -21.42% | -23.85% | 增强 | 23.56% ↓ | 1.377 | 1.834 | 112.00 | - | ||||||||||
117 | | 123244 | 松原转债 | 130.349 | -1.31% | -3.66% | -1.55% | -30.16% | -19.04% | 30.35% | -30.16% | 300893 | 松原安全 | 33.03 | -1.84% | -4.70% | 1.32% | 13.19% | -7.22% | 6.27% | 13.19% | 103.65% | 5.166 | -2.88 | -4.00 | 5.88 | 28.09 | 20.45% | 0.60% | 14.36 | 47.14 | 41.30% | 52.81% | 0.40% | 37.37 | 74.77 | 12.80 | 29.09% | 1.98 | 67.56% | 28.69 | 115.13 | 0.000 | - | 13.22% | 47.77% | 143.57 | 0/15 | 30 转股价不下修记录
| 车身附件及饰件 | 浙江 | 88.21 | A+ | 增强 | 38.35% | 20.08 | 37.30 | 0/15 | 30 | 115.00 | 10.90% | 5.50% | 0.40% | 30-08-01 | 5.33年 | 4.091 | 5355.66 | 3161.61 | 10.02% | 0.85% | -1.58% | -2.21% | 增强 | 79.38% | 4.091 | 5.333 | 119.90 | - | ||||||||||
118 | | 128081 | 海亮转债 | 113.514 | -0.88% | -1.46% | -2.62% | -4.36% | 1.01% | -1.21% | -4.36% | 002203 | 海亮股份 | 9.37 | -0.32% | -2.29% | -3.40% | -12.84% | -0.74% | 0.63% | -12.84% | 13.09% | 0.634 | -1.53 | -2.41 | 1.30 | 21.64 | 8.40% | 1.81% | 38.34 | 3.08 | 57.31% | 62.12% | 8.05% | 180.67 | 187.24 | 755.89 | 2.33% | 11.18 | -7.46% | 9.37 | 100.00 | 0.000 | - | 13.51% | 4.52% | 127.02 | 0/15 | 30* 转股价不下修记录
| 铜 | 浙江 | 108.60 | AA | 增强 | 28.68% | 6.56 | 12.18 | 0/15 | 30 | 110.00 | 15.00% | 14.40% | 26.80% | 25-11-21 | 0.64年 | 27.024 | 4719.22 | 3943.40 | 1.54% | 0.22% | -4.87% | -7.64% | 增强 | 19.88% ↓ | 27.024 | 30.676 | 110.00 | - | ||||||||||
119 | | 111007 | 永和转债 | 128.763 | -1.66% | -2.87% | -0.66% | 5.65% | 7.19% | -1.37% | 5.65% | 605020 | 永和股份 | 22.60 | -4.12% | -4.84% | 5.41% | 11.17% | 12.16% | -18.90% | 11.17% | 20.30% | 3.455 | -1.58 | -1.89 | 3.89 | 102.73 | 7.14% | 0.54% | 87.98 | 52.64 | 51.81% | 62.14% | 10.08% | 85.68 | 106.33 | 43.69 | 14.86% | 1.84 | -38.81% | 19.93* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 113.40 | 0.000 | - | 13.55% | 20.90% | 142.31 | 0/15 | 30* 转股价不下修记录
| 氟化工 | 浙江 | 106.50 | AA- | 增强 | 42.84% | 13.95 | 25.91 | 0/15 | 30 | 115.00 | 9.20% | 7.40% | 51.08% | 28-10-11 | 3.53年 | 7.856 | 7581.98 | 14611.06 | 7.46% | 1.69% | -2.14% | -3.06% | 增强 | 41.52% ↓ | 7.856 | 10.116 | 119.50 | - | ||||||||||
120 | | 123141 | 宏丰转债 | 123.315 | -0.20% | -1.21% | -4.70% | 3.37% | -0.87% | 4.06% | 3.37% | 300283 | 温州宏丰 | 5.81 | -0.17% | -3.81% | -7.78% | 5.83% | -10.20% | 8.65% | 5.83% | 27.76% | 2.869 | -2.53 | -5.19 | 2.75 | -48.42 | 2.22% | 0.34% | -1.00 | 31.38 | 62.71% | 69.20% | 18.33% | 17.87 | 25.41 | 29.00 | 35.92% | 0.21 | -30.35% | 5.35* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.60 | 0.000 | - | 13.55% | 28.52% | 136.87 | 0/15 | 30***** 转股价不下修记录
| 配电设备 | 浙江 | 95.95 | A | 增强 | 57.66% | 3.75 | 6.96 | 0/15 | 30 | 115.00 | 17.90% | 12.60% | 14.01% | 28-03-15 | 2.95年 | 3.202 | 3036.78 | 5336.68 | 7.70% | 2.98% | -1.08% | -2.20% | 增强 | 19.29% ↓ | 3.202 | 3.949 | 119.50 | - | ||||||||||
121 | | 118050 | 航宇转债 | 148.796 | 0.96% | 1.41% | 0.84% | 10.09% | 9.15% | 48.80% | 10.09% | 688239 | 航宇科技 | 42.73 | 0.12% | 2.64% | 1.52% | 14.56% | -0.37% | 13.05% | 14.56% | 38.68% | 5.350 | 0.40 | -0.79 | 3.38 | 45.12 | 12.53% | 0.49% | 41.23 | 29.81 | 43.61% | 56.02% | 0.57% | 62.69 | 63.15 | 21.04 | 44.69% | 1.86 | 1.21% | 32.64 | 130.91 | 0.000 | - | 13.66% | 50.33% | 162.46 | 0/15 | 30 转股价不下修记录
| 航空装备 | 贵州 | 98.98 | AA- | 增强 | 55.32% | 22.85 | 42.43 | 不强赎 2025-10-06重新计 | 115.00 | 10.60% | 10.60% | 1.04% | 30-08-21 | 5.39年 | 6.669 | 10845.42 | 12212.32 | 10.93% | 1.95% | -3.99% | -4.59% | 增强 | 39.87% | 6.669 | 9.923 | 119.90 | - | ||||||||||
122 | | 113033 | 利群转债 | 111.900 | 0.53% | -1.21% | -3.22% | -2.24% | -10.37% | 9.61% | -2.24% | 601366 | 利群股份 | 4.77 | 2.36% | 0.63% | 0.42% | -5.73% | -22.94% | -6.97% | -5.73% | 22.64% | 0.999 | -2.40 | 0.02 | 1.03 | -56.12 | 0.55% | 0.59% | -1.00 | 9.08 | 58.67% | 74.01% | - | 43.59 | 43.59 | 77.03 | -2.00% | 0.30 | 117.23% | 4.86* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 98.15 | 0.000 | - | 14.01% | 3.79% | 125.91 | 0/10 | 20*** 转股价不下修记录
| 多业态零售 | 山东 | 107.81 | AA | 增强 | 29.37% | 3.40 | 6.32 | 0/15 | 30 | 110.00 | 29.70% | 29.70% | 34.86% | 26-04-01 | 0.99年 | 12.967 | 5136.62 | 3522.21 | 3.55% | 0.81% | -1.71% | -3.51% | 增强 | 22.34% ↓ | 12.967 | 14.510 | 110.00 | - | ||||||||||
123 | | 113676 | 荣23转债 | 122.325 | -0.52% | -1.41% | -8.86% | 0.30% | 2.36% | 2.96% | 0.30% | 603165 | 荣晟环保 | 12.42 | -0.64% | -2.59% | -11.79% | 1.47% | 2.05% | 15.08% | 1.47% | 19.14% | 4.211 | -3.01 | -4.94 | 1.45 | 14.34 | 12.97% | 3.92% | 60.83 | 11.09 | 43.10% | 50.52% | - | 33.86 | 33.86 | 22.91 | -10.60% | 2.71 | 60.99% | 11.59* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 107.16 | 0.000 | - | 14.15% | 19.02% | 136.48 | 0/15 | 30** 转股价不下修记录
| 大宗用纸 | 浙江 | 102.78 | AA- | 增强 | 33.42% | 8.11 | 15.07 | 0/15 | 30 | 115.00 | 17.00% | 17.00% | 59.75% | 29-08-18 | 4.38年 | 5.759 | 4998.13 | 3241.93 | 7.10% | 0.96% | -0.54% | -1.30% | 增强 | 61.71% ↓ | 5.759 | 7.045 | 119.50 | - | ||||||||||
124 | | 123146 | 中环转2 | 118.249 | -0.88% | -0.64% | -0.04% | 4.08% | 12.65% | 14.80% | 4.08% | 300692 | 中环环保 | 6.48 | -1.07% | 0.15% | 11.92% | 14.49% | 12.70% | 19.93% | 14.49% | 26.98% | 2.942 | -0.56 | 2.32 | 1.21 | 36.82 | 4.70% | 0.62% | 76.74 | 16.77 | 58.66% | 64.22% | - | 24.32 | 27.51 | 8.14 | -30.58% | 1.08 | -36.92% | 6.26* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 103.51 | 0.000 | - | 14.23% | 8.36% | 132.48 | 暂不 2025-05-06 重新计**** 转股价不下修记录
| 水务及水治理 | 安徽 | 109.13 | AA- | 增强 | 52.91% | 4.38 | 8.14 | 0/15 | 30 | 115.00 | 35.30% | 31.20% | 35.23% | 28-05-06 | 3.09年 | 8.593 | 2967.97 | 4011.67 | 2.91% | 1.65% | 0.52% | -0.61% | 增强 | 61.11% ↑ | 8.593 | 10.161 | 120.10 | - | ||||||||||
125 下修无限制 | | 127105 | 龙星转债 | 121.455 | -1.20% | -2.42% | -2.94% | 4.89% | 14.79% | 15.78% | 4.89% | 002442 | 龙星科技 | 6.29 | -2.48% | -5.41% | 1.13% | 4.66% | 27.07% | 32.09% | 4.66% | 21.88% | 4.639 | -1.65 | -1.93 | 1.72 | 23.21 | 6.69% | 1.86% | 32.79 | 22.50 | 51.41% | 58.25% | - | 30.72 | 31.66 | 42.72 | -6.31% | 1.10 | 6.47% | 5.92 | 106.25 | 0.000 | - | 14.31% | 19.99% | 135.77 | 0/15 | 30*** 转股价不下修记录
| 炭黑 | 河北 | 101.22 | AA- | 增强 | 42.97% | 4.14 | 7.70 | 0/15 | 30 | 115.00 | 24.50% | 23.80% | 40.51% | 30-01-31 | 4.83年 | 7.540 | 4423.43 | 8246.14 | 4.83% | 2.68% | -0.31% | -1.00% | 增强 | 48.03% ↑ | 7.540 | 9.158 | 119.70 | 下修无限制 | ||||||||||
126 | | 127106 | 伟隆转债 | 130.110 | -0.57% | -1.21% | -10.95% | -42.30% | -40.40% | 30.11% | -42.30% | 002871 | 伟隆股份 | 9.78 | -0.41% | -0.41% | -2.78% | 0.93% | 0.72% | -8.92% | 0.93% | 108.15% | 5.150 | -2.98 | -2.28 | 2.66 | 19.56 | 15.43% | 3.07% | 20.27 | 23.76 | 21.45% | 34.21% | - | 11.81 | 21.45 | 5.70 | 5.57% | 1.17 | -13.89% | 8.60 | 113.72 | 0.000 | - | 14.41% | 63.19% | 144.52 | 0/15 | 30 转股价不下修记录
| 金属制品 | 山东 | 79.73 | A | 增强 | 45.57% | 6.02 | 11.18 | 0/15 | 30 | 115.00 | 22.80% | 12.60% | - | 30-08-13 | 5.36年 | 2.696 | 3660.28 | 2140.10 | 10.44% | 1.82% | -1.30% | -1.97% | 增强 | 70.06% | 2.696 | 3.508 | 121.50 | - | ||||||||||
127 | | 113569 | 科达转债 | 126.619 | -0.24% | -0.51% | -9.87% | 1.83% | 9.05% | 9.99% | 1.83% | 603660 | 苏州科达 | 7.05 | -0.42% | -2.35% | -13.71% | 5.07% | 5.22% | -15.37% | 5.07% | 41.99% | 0.987 | -3.42 | -7.13 | 5.69 | -11.30 | -22.13% | 0.00% | -1.00 | 77.19 | 57.04% | 68.86% | - | 37.54 | 37.84 | 18.16 | 15.19% | -2.64 | 54.65% | 6.38** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 110.50 | 0.000 | - | 14.59% | 17.75% | 141.21 | 0/15 | 30***** 转股价不下修记录
| 其他计算机设备 | 江苏 | 107.53 | A | 增强 | 61.20% | 4.47 | 8.29 | 至少还需15天3/15 | 30 | 115.00 | 7.20% | 7.20% | 8.10% | 26-03-09 | 0.93年 | 2.713 | 3135.08 | 5880.73 | 9.11% | 1.56% | -9.85% | -12.40% | 增强 | 28.25% ↑ | 2.713 | 3.435 | 115.00 | - | ||||||||||
128 | | 127104 | 姚记转债 | 157.990 | 0.01% | 2.19% | -5.80% | 8.46% | 8.66% | 2.26% | 8.46% | 002605 | 姚记科技 | 28.24 | -1.19% | 2.99% | -1.88% | 5.93% | 2.69% | 12.26% | 5.93% | 40.13% | 4.862 | -0.18 | 0.94 | 3.46 | 29.14 | 18.96% | 3.18% | 46.54 | 47.32 | 16.79% | 30.39% | - | 94.16 | 117.13 | 43.07 | 10.01% | 5.62 | 61.37% | 20.60 | 137.09 | 0.000 | - | 15.25% | 71.86% | 173.24 | 0/15 | 30 转股价不下修记录
| 游戏 | 上海 | 91.93 | A+ | 增强 | 52.96% | 14.42 | 26.78 | 不强赎 2025-11-21重新计 | 115.00 | 6.20% | 5.00% | 48.61% | 30-01-24 | 4.81年 | 5.828 | 7099.30 | 14426.16 | 7.75% | 1.53% | -5.53% | -6.21% | 增强 | 70.74% ↑ | 5.828 | 9.208 | 120.70 | - | ||||||||||
129 | | 113668 | 鹿山转债 | 126.007 | 0.05% | -1.52% | -3.94% | 2.42% | -9.04% | 25.87% | 2.42% | 603051 | 鹿山新材 | 25.03 | -0.36% | -3.13% | -4.83% | 3.82% | -23.83% | -10.03% | 3.82% | 26.56% | 3.850 | -1.87 | -3.41 | 1.92 | -245.39 | -6.47% | 0.00% | -1.00 | 23.63 | 41.79% | 49.51% | - | 26.10 | 26.19 | 29.51 | 12.69% | -0.86 | -215.33% | 22.93* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 109.16 | 0.000 | - | 15.44% | 30.56% | 141.45 | 0/15 | 30**** 转股价不下修记录
| 胶黏剂及胶带 | 广东 | 96.51 | A+ | 增强 | 50.02% | 16.05 | 29.81 | 0/15 | 30 | 115.00 | 9.80% | 9.70% | 6.67% | 29-03-27 | 3.98年 | 2.549 | 2198.41 | 3483.88 | 6.86% | 1.34% | -1.14% | -2.01% | 增强 | 57.98% ↓ | 2.549 | 3.212 | 120.50 | - | ||||||||||
130 下修有限制 纸包装行业 24年有过2次下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 5.47 12.46
2021 7.85 6.91
2022 2.89 6.88
2023 1.51 0.08
2024Q3 -5 0.07
1:剩余的转债规模1.97亿约等于最近2年多的公司净利润
2:当前价格1123.58 大于到期赎回价112 2025-12-24到期
3:流通市值为59.42亿元,自由流通市值为28.9亿元(比较大)
4:实控人股份占比47.2%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:0.13% 可以忽略
7: 下修有限制 24年有过2次下修到底记录 目前溢价率20.8 PB= 1.088非常危险,如果正股持续下跌的话
8:纸包装行业薄利多香
9:公司流动资产: 19.26 + 0 + 0.9 = 20.16亿(不包括应收账款和票据5.59亿)
流动负债如下: 总计4.8亿
长期负债: 长期借款1.16亿+ 应付债券2.83亿 = 4亿元
项目 金额 (亿元)
短期借款 0.7
交易性金融负债 0
应付账款+应付票据 3.63
合同负债 0
应付职工薪酬 0.3
一年内到期的非流动负债 0
其他流动负债 0.2
流动负债合计 4.8亿
总结: 公司有充足的货币资金能还的起钱,上次满足了强赎也不强赎,下修有限制 并且PB= 1.088。建议放弃 | | 128070 | 智能转债 | 118.850 | -1.04% | -1.78% | -5.42% | -3.39% | -4.30% | -12.33% | -3.39% | 002877 | 智能自控 | 8.48 | -3.31% | -4.50% | -5.36% | 2.29% | 1.19% | -13.86% | 2.29% | 21.08% | -0.309 | -2.88 | -5.20 | 2.52 | 54.01 | 10.42% | 0.53% | 71.45 | 11.63 | 40.57% | 51.71% | 11.11% | 20.23 | 30.01 | 10.24 | 18.76% | 1.05 | 25.51% | 8.26* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 102.66 | 0.000 | - | 15.77% | 7.37% | 134.62 | 0/15 | 30**** 转股价不下修记录
| 金属制品 | 江苏 | 110.69 | A+ | 增强 | 47.93% | - | 10.74 | 0/15 | 30 | 112.00 | 11.20% | 7.50% | 14.99% | 25-07-02 | 0.25年 | 2.256 | 2489.44 | 7387.93 | 9.25% | 3.62% | -23.37% | -31.56% | 增强 | 13.98% ↓ | 2.256 | 2.681 | 112.00 | 下修有限制 纸包装行业 24年有过2次下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 5.47 12.46
2021 7.85 6.91
2022 2.89 6.88
2023 1.51 0.08
2024Q3 -5 0.07
1:剩余的转债规模1.97亿约等于最近2年多的公司净利润
2:当前价格1123.58 大于到期赎回价112 2025-12-24到期
3:流通市值为59.42亿元,自由流通市值为28.9亿元(比较大)
4:实控人股份占比47.2%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:0.13% 可以忽略
7: 下修有限制 24年有过2次下修到底记录 目前溢价率20.8 PB= 1.088非常危险,如果正股持续下跌的话
8:纸包装行业薄利多香
9:公司流动资产: 19.26 + 0 + 0.9 = 20.16亿(不包括应收账款和票据5.59亿)
流动负债如下: 总计4.8亿
长期负债: 长期借款1.16亿+ 应付债券2.83亿 = 4亿元
项目 金额 (亿元)
短期借款 0.7
交易性金融负债 0
应付账款+应付票据 3.63
合同负债 0
应付职工薪酬 0.3
一年内到期的非流动负债 0
其他流动负债 0.2
流动负债合计 4.8亿
总结: 公司有充足的货币资金能还的起钱,上次满足了强赎也不强赎,下修有限制 并且PB= 1.088。建议放弃 | ||||||||||
131 | | 123038 | 联得转债 | 157.466 | -3.52% | -3.10% | -4.98% | -8.45% | 5.47% | 9.89% | -8.45% | 300545 | 联得装备 | 32.31 | -6.81% | -8.65% | -5.50% | 3.13% | -3.84% | 13.36% | 3.13% | 29.09% | -1.411 | -3.23 | -7.17 | 3.15 | 24.15 | 11.21% | 0.46% | 3.87 | 33.59 | 20.43% | 39.50% | 3.50% | 36.89 | 58.17 | 12.07 | 23.82% | 1.77 | 130.45% | 23.78 | 135.87 | 0.000 | - | 15.89% | 44.40% | 173.36 | 0/15 | 30** 转股价不下修记录
| 面板 | 广东 | 109.05 | A+ | 增强 | 52.91% | 16.65 | 30.91 | 不强赎 2025-05-12重新计 | 113.00 | 3.00% | 1.90% | 2.08% | 25-12-25 | 0.73年 | 1.099 | 5042.52 | 32952.00 | 28.87% | 8.79% | -38.90% | -41.17% | 增强 | 24.94% ↓ | 1.099 | 1.731 | 113.00 | - | ||||||||||
132 | | 110096 | 豫光转债 | 133.762 | -1.31% | -1.86% | 0.46% | 7.82% | -0.30% | 33.76% | 7.82% | 600531 | 豫光金铅 | 7.12 | -1.93% | -3.65% | 3.04% | 10.90% | -8.01% | 12.15% | 10.90% | 25.66% | 5.281 | -4.10 | -5.34 | 1.48 | 12.76 | 12.86% | 2.25% | 22.78 | 15.49 | 61.47% | 69.73% | 11.76% | 77.63 | 77.63 | 321.45 | 18.56% | 5.81 | 36.79% | 6.17 | 115.40 | 0.000 | - | 15.91% | 31.76% | 149.67 | 0/15 | 30 转股价不下修记录
| 铅锌 | 河南 | 101.52 | AA | 增强 | 42.22% | 4.32 | 8.02 | 0/15 | 30 | 112.00 | 9.10% | 9.10% | - | 30-08-12 | 5.36年 | 7.099 | 2445.81 | 18793.01 | 2.55% | 2.40% | -2.73% | -3.22% | 增强 | 38.77% | 7.099 | 9.496 | 115.50 | - | ||||||||||
133 | | 123246 | 远信转债 | 128.450 | -1.27% | -1.76% | 0.16% | -47.10% | -45.34% | 28.45% | -47.10% | 301053 | 远信工业 | 25.76 | -2.79% | -3.99% | 11.61% | 32.03% | 4.42% | 19.67% | 32.03% | 120.19% | 5.124 | -2.31 | -4.28 | 3.05 | 74.02 | 3.14% | 0.31% | 71.93 | 40.50 | 23.20% | 49.27% | - | 19.50 | 21.23 | 4.88 | -13.50% | 0.18 | -75.33% | 23.25 | 110.80 | 0.000 | - | 15.93% | 57.51% | 144.38 | 0/15 | 30* 转股价不下修记录
| 纺织服装设备 | 浙江 | 81.55 | A | 增强 | 63.29% | 16.28 | 30.23 | 至少还需12天3/15 | 30 | 118.00 | 13.90% | 12.80% | - | 30-08-16 | 5.37年 | 2.710 | 9477.54 | 5657.41 | 27.13% | 2.88% | -0.61% | -1.36% | 增强 | 74.46% | 2.710 | 3.481 | 124.40 | - | ||||||||||
134 下修有限制 123可介入
最低价:108.205 (2024-08-20) | | 113667 | 春23转债 | 131.400 | -2.56% | -2.60% | -7.09% | 2.18% | 3.09% | 4.81% | 2.18% | 603890 | 春秋电子 | 11.67 | -3.63% | -5.35% | -11.19% | -0.68% | 2.37% | 14.64% | -0.68% | 25.89% | 3.887 | -4.16 | -8.89 | 1.81 | 103.27 | 1.00% | 0.00% | 95.54 | 40.67 | 34.55% | 52.65% | 14.49% | 51.24 | 51.24 | 32.57 | -15.28% | 0.27 | -82.99% | 10.30 | 113.30 | 0.000 | - | 15.97% | 25.71% | 147.37 | 0/15 | 30**** 转股价不下修记录
| 消费电子零部件及组装 | 江苏 | 104.53 | AA- | 增强 | 58.12% | 7.21 | 13.39 | 不强赎 2025-06-20重新计 | 115.00 | 11.10% | 11.10% | 54.86% | 29-03-17 | 3.96年 | 5.699 | 4303.98 | 14786.78 | 5.67% | 2.84% | -2.41% | -3.23% | 增强 | 42.55% ↑ | 5.699 | 7.488 | 119.50 | 下修有限制 123可介入
最低价:108.205 (2024-08-20) | ||||||||||
135 | | 123177 | 测绘转债 | 140.350 | 0.10% | -3.41% | -5.80% | -8.03% | 5.07% | 8.89% | -8.03% | 300826 | 测绘股份 | 15.93 | 0.25% | -5.29% | -0.75% | -12.86% | -6.68% | 16.16% | -12.86% | 38.41% | 3.915 | -3.14 | -2.45 | 2.07 | 73.41 | 3.74% | 0.60% | 72.32 | 49.16 | 12.37% | 45.82% | 10.61% | 25.64 | 26.52 | 7.66 | -7.92% | 0.45 | -36.94% | 13.18 | 120.87 | 0.000 | - | 16.12% | 46.18% | 156.47 | 0/15 | 30 转股价不下修记录
| 工程咨询服务 | 江苏 | 96.01 | A+ | 增强 | 68.94% | 9.23 | 17.13 | 至少还需13天2/15 | 30 | 115.00 | 5.10% | 4.90% | 2.68% | 29-03-02 | 3.92年 | 1.299 | 2836.25 | 3932.52 | 15.60% | 1.53% | -4.09% | -4.90% | 增强 | 29.34% ↓ | 1.299 | 1.823 | 119.50 | - | ||||||||||
136 | | 128132 | 交建转债 | 125.900 | 1.49% | 0.85% | -3.38% | -0.66% | 0.07% | 6.93% | -0.66% | 002941 | 新疆交建 | 11.00 | 1.76% | 0.00% | -5.98% | -1.52% | -6.46% | -9.82% | -1.52% | 18.56% | 1.519 | -0.48 | -1.91 | 2.08 | 19.82 | 10.87% | 1.46% | 10.27 | 6.66 | 57.92% | 73.72% | 1.64% | 71.01 | 71.01 | 80.92 | 2.37% | 3.34 | -5.05% | 10.15** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.37 | 0.000 | - | 16.17% | 13.93% | 142.07 | 0/10 | 30* 转股价不下修记录
| 基建市政工程 | 新疆 | 110.51 | AA | 增强 | 43.27% | 7.11 | 13.20 | 0/15 | 30 | 112.00 | 11.90% | 11.90% | 40.85% | 26-09-15 | 1.45年 | 8.434 | 4740.06 | 8861.86 | 4.49% | 1.25% | -6.80% | -8.37% | 增强 | 32.28% ↑ | 8.434 | 10.618 | 113.80 | - | ||||||||||
137 | | 127084 | 柳工转2 | 173.500 | -2.09% | -4.24% | -7.04% | 4.66% | 8.37% | 38.91% | 4.66% | 000528 | 柳工 | 11.27 | -2.84% | -7.32% | -11.12% | -6.55% | -8.45% | 38.85% | -6.55% | 31.53% | 4.223 | -5.12 | -8.59 | 1.30 | 20.02 | 5.40% | 1.71% | 44.94 | 37.86 | 33.12% | 60.10% | - | 227.48 | 227.57 | 275.19 | 3.93% | 8.68 | 44.80% | 7.57 | 148.88 | 0.000 | - | 16.54% | 60.95% | 190.04 | 0/15 | 30 转股价不下修记录
| 工程机械整机 | 广西 | 107.80 | AAA | 增强 | 44.96% | 5.30 | 9.84 | 不强赎 2025-10-13重新计 | 112.00 | 10.90% | 10.90% | 43.79% | 29-03-27 | 3.98年 | 24.824 | 17541.02 | 29302.75 | 4.07% | 1.28% | -9.61% | -10.25% | 增强 | 26.58% ↓ | 24.824 | 43.070 | 116.80 | - | ||||||||||
138 | | 113588 | 润达转债 | 178.207 | -3.23% | -2.30% | -7.25% | 20.67% | 17.78% | -3.05% | 20.67% | 603108 | 润达医疗 | 19.85 | -1.15% | -0.15% | -6.68% | 24.61% | 7.41% | -15.06% | 24.61% | 44.12% | 1.748 | -6.79 | -6.53 | 2.79 | -2205.6 | 6.84% | 0.50% | -1.00 | 60.60 | 56.02% | 61.66% | 5.03% | 119.82 | 119.82 | 91.47 | -12.84% | 2.73 | -34.58% | 13.00 | 152.69 | 0.000 | - | 16.71% | 64.76% | 194.92 | 0/15 | 30* 转股价不下修记录
| 医药流通 | 上海 | 108.16 | AA | 增强 | 56.15% | 9.10 | 16.90 | 不强赎 2025-04-29重新计 | 109.00 | 2.00% | 2.00% | 12.73% | 26-06-17 | 1.21年 | 2.345 | 20101.60 | 28376.39 | 47.04% | 2.35% | -32.94% | -33.98% | 增强 | 34.74% ↑ | 2.345 | 4.179 | 110.80 | - | ||||||||||
139 | | 123160 | 泰福转债 | 125.519 | -0.83% | -1.17% | -7.23% | -7.86% | 7.93% | 10.31% | -7.86% | 300992 | 泰福泵业 | 21.20 | -1.62% | -3.81% | -14.00% | -20.90% | 3.97% | 17.56% | -20.90% | 29.91% | 3.379 | -3.65 | -9.21 | 2.57 | 69.97 | 6.57% | 0.34% | 75.78 | 61.87 | 34.94% | 51.27% | 1.56% | 16.39 | 20.32 | 7.14 | 29.03% | 0.54 | -12.57% | 19.75* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 107.34 | 0.000 | - | 16.93% | 35.87% | 142.45 | 0/15 | 30*** 转股价不下修记录
| 其他通用设备 | 浙江 | 92.38 | A | 增强 | 62.16% | 13.83 | 25.68 | 0/15 | 30 | 115.00 | 14.30% | 11.60% | 9.26% | 28-09-28 | 3.49年 | 2.348 | 2729.77 | 3164.66 | 9.26% | 1.93% | -1.24% | -2.22% | 增强 | 30.15% ↓ | 2.348 | 2.947 | 120.30 | - | ||||||||||
140 | | 113685 | 升24转债 | 122.480 | -1.87% | -2.09% | -9.07% | 4.48% | 13.72% | 22.48% | 4.48% | 603305 | 旭升集团 | 13.49 | -3.16% | -6.32% | -17.74% | 2.59% | 48.24% | -8.49% | 2.59% | 28.98% | 5.014 | -3.59 | -8.71 | 1.96 | 30.66 | 12.07% | 1.67% | 18.25 | 6.88 | 42.41% | 50.78% | - | 128.60 | 128.60 | 48.34 | 8.54% | 7.14 | 1.83% | 12.89 | 104.66 | 0.000 | - | 17.03% | 26.16% | 139.51 | 0/15 | 30* 转股价不下修记录
| 底盘与发动机系统 | 浙江 | 97.08 | AA- | 增强 | 54.95% | 9.02 | 16.76 | 至少还需15天5/15 | 30 | 112.00 | 19.80% | 19.80% | 48.31% | 30-06-14 | 5.20年 | 25.409 | 12149.63 | 18016.88 | 3.89% | 1.39% | -0.97% | -1.52% | 增强 | 11.34% | 25.409 | 31.121 | 116.50 | - | ||||||||||
141 | | 123178 | 花园转债 | 122.760 | -0.15% | -0.82% | -4.68% | -0.41% | -3.57% | 14.41% | -0.41% | 300401 | 花园生物 | 14.20 | 0.50% | -2.00% | -6.64% | -3.14% | -15.38% | 43.82% | -3.14% | 22.45% | 3.792 | -2.57 | -4.69 | 2.40 | 30.02 | 7.30% | 0.50% | 43.59 | 15.92 | 35.98% | 42.66% | 13.73% | 75.93 | 77.17 | 10.95 | -22.78% | 1.92 | -49.87% | 13.56* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 104.72 | 0.000 | - | 17.23% | 17.32% | 139.99 | 0/15 | 30*** 转股价不下修记录
| 原料药 | 浙江 | 104.64 | AA- | 增强 | 51.85% | 9.49 | 17.63 | 0/15 | 30 | 115.00 | 15.50% | 15.20% | 44.68% | 29-03-06 | 3.93年 | 11.760 | 6973.78 | 16742.25 | 4.83% | 2.21% | -0.70% | -1.54% | 增强 | 26.81% ↓ | 11.760 | 14.437 | 119.50 | - | ||||||||||
142 | | 113672 | 福蓉转债 | 131.073 | -1.85% | -2.15% | -7.24% | -0.95% | -5.83% | -24.16% | -0.95% | 603327 | 福蓉科技 | 12.12 | -1.62% | -3.12% | -11.08% | -0.16% | -14.35% | -30.44% | -0.16% | 30.23% | 4.246 | -3.85 | -6.45 | 4.93 | 66.96 | 14.56% | 2.19% | 93.03 | 57.05 | 32.44% | 42.01% | - | 93.09 | 93.09 | 19.06 | -15.44% | 2.78 | -28.83% | 10.86 | 111.60 | 0.000 | - | 17.45% | 28.26% | 148.52 | 0/15 | 30 转股价不下修记录
| 消费电子零部件及组装 | 四川 | 102.19 | AA | 增强 | 52.29% | 7.60 | 14.12 | 0/15 | 30 | 108.00 | 4.20% | 4.20% | 15.10% | 29-07-18 | 4.29年 | 3.935 | 6209.26 | 5713.34 | 12.00% | 0.61% | -3.51% | -4.02% | 增强 | 47.94% ↓ | 3.935 | 5.158 | 112.80 | - | ||||||||||
143 | | 110082 | 宏发转债 | 127.410 | -1.14% | -0.86% | -1.33% | 3.39% | 13.63% | 16.52% | 3.39% | 600885 | 宏发股份 | 35.03 | -3.66% | -3.34% | 2.43% | 10.09% | 2.31% | 38.85% | 10.09% | 11.30% | 2.583 | -1.32 | -2.63 | 3.84 | 24.11 | 17.44% | 1.25% | 40.30 | 28.67 | 23.30% | 39.31% | 4.91% | 365.25 | 365.25 | 129.30 | 11.02% | 13.93 | 11.42% | 32.32* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.39 | 0.000 | - | 17.55% | 16.68% | 144.96 | 0/15 | 30***** 转股价不下修记录
| 电网自动化设备 | 湖北 | 109.20 | AA | 增强 | 32.50% | 22.62 | 42.02 | 0/15 | 30 | 112.00 | 5.50% | 5.50% | 26.66% | 27-10-28 | 2.57年 | 19.994 | 4122.35 | 31344.15 | 1.61% | 0.85% | -3.88% | -4.88% | 增强 | 24.94% ↓ | 19.994 | 25.474 | 115.30 | - | ||||||||||
144 | | 123088 | 威唐转债 | 129.100 | 1.18% | 0.70% | -0.34% | 2.63% | 11.10% | 11.43% | 2.63% | 300707 | 威唐工业 | 16.47 | 3.20% | 0.43% | 4.84% | 7.16% | 9.80% | 12.77% | 7.16% | 19.10% | 1.752 | 0.65 | 2.65 | 2.51 | 103.59 | 2.04% | 0.12% | 84.21 | 12.71 | 24.75% | 38.31% | 6.50% | 23.60 | 29.15 | 8.19 | -0.47% | 0.20 | -64.78% | 15.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 109.80 | 0.000 | - | 17.58% | 19.68% | 146.68 | 0/15 | 30* 转股价不下修记录
| 其他汽车零部件 | 江苏 | 107.87 | A+ | 增强 | 61.71% | 10.50 | 19.50 | 0/15 | 30 | 115.00 | 12.70% | 10.30% | 13.59% | 26-12-15 | 1.70年 | 3.004 | 13183.92 | 31768.31 | 34.14% | 13.65% | -5.50% | -7.17% | 增强 | 32.03% ↑ | 3.004 | 3.878 | 117.40 | - | ||||||||||
145 规模较大,低溢价率 95可进入 | | 127061 | 美锦转债 | 101.067 | -0.18% | -1.68% | 2.88% | 1.99% | 0.68% | 5.40% | 1.99% | 000723 | 美锦能源 | 4.52 | 0.00% | -4.24% | 7.62% | 0.22% | -16.61% | -36.07% | 0.22% | 22.75% | 2.731 | -2.61 | -4.46 | 1.40 | -24.84 | 1.97% | 0.00% | -1.00 | 1.58 | 40.70% | 63.00% | 37.03% | 198.71 | 200.30 | 208.11 | -15.40% | 2.89 | -86.92% | 5.26* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 85.93 | 0.000 | - | 17.61% | -9.61% | 118.68 | 至少还需15天10/15 | 30***** 转股价不下修记录
| 焦炭 | 山西 | 111.81 | AA- | 增强 | 39.61% | 3.68 | 6.84 | 0/15 | 30 | 118.00 | 14.00% | 13.90% | 24.30% | 28-04-20 | 3.05年 | 27.892 | 4425.59 | 12844.72 | 1.57% | 0.65% | 6.79% | 5.42% | 增强 | 30.14% ↑ | 27.892 | 28.190 | 122.90 | 规模较大,低溢价率 95可进入 | ||||||||||
146 | | 110097 | 天润转债 | 144.483 | 3.75% | 4.46% | 3.05% | 9.03% | 44.48% | 44.48% | 9.03% | 600419 | 天润乳业 | 10.19 | 3.87% | 2.00% | 5.38% | 9.45% | 11.61% | -2.34% | 9.45% | 39.33% | 5.515 | 1.96 | 0.43 | 1.38 | 46.53 | 6.07% | 1.33% | 64.43 | 9.04 | 37.71% | 55.21% | - | 32.63 | 32.63 | 27.14 | 12.62% | 1.42 | -27.71% | 8.30 | 122.77 | 0.000 | 24天 | 17.68% | 43.75% | 162.16 | 0/15 | 30 转股价不下修记录
| 乳品 | 新疆 | 100.51 | AA | 增强 | 38.65% | 5.81 | 10.79 | 0/15 | 30 | 110.00 | 30.30% | 30.30% | - | 30-10-23 | 5.56年 | 9.900 | 25810.92 | 9721.87 | 18.14% | 3.02% | -4.07% | -4.53% | 增强 | 34.63% | 6.821 | 9.855 | 115.10 | - | ||||||||||
147 | | 127075 | 百川转2 | 115.742 | -0.07% | -3.14% | -2.19% | 5.46% | 2.81% | 25.82% | 5.46% | 002455 | 百川股份 | 8.03 | 0.00% | -8.85% | 0.12% | 7.50% | -7.17% | 43.91% | 7.50% | 39.38% | 3.355 | -0.97 | -1.54 | 2.41 | 58.19 | -22.12% | 0.00% | 69.33 | 44.88 | 76.06% | 80.22% | 6.12% | 41.69 | 47.72 | 41.12 | -0.45% | -4.66 | -443.20% | 8.18* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 98.17 | 0.000 | - | 17.90% | 16.78% | 133.64 | 0/15 | 30***** 转股价不下修记录
| 其他化学制品 | 江苏 | 99.11 | A+ | 增强 | 61.06% | 5.73 | 10.63 | 0/20 | 30 | 115.00 | 23.20% | 20.30% | 32.28% | 28-10-19 | 3.55年 | 9.668 | 3502.96 | 14781.14 | 3.13% | 3.57% | 1.12% | 0.12% | 增强 | 24.61% ↓ | 9.668 | 11.190 | 120.30 | - | ||||||||||
148 | | 127101 | 豪鹏转债 | 125.705 | -3.08% | -3.20% | -11.39% | -2.08% | 12.04% | 9.59% | -2.08% | 001283 | 豪鹏科技 | 53.51 | -4.31% | -8.01% | -16.12% | -7.57% | 24.21% | 17.78% | -7.57% | 25.80% | 4.578 | -5.27 | -10.05 | 1.74 | 89.48 | 2.22% | 0.90% | 69.26 | 64.75 | 48.94% | 71.48% | 1.37% | 30.96 | 43.88 | 45.41 | 29.53% | 0.50 | -68.39% | 50.27 | 106.45 | 0.000 | - | 18.09% | 26.59% | 143.80 | 0/15 | 30** 转股价不下修记录
| 锂电池 | 广东 | 99.30 | AA- | 增强 | 52.28% | 35.19 | 65.35 | 至少还需15天1/15 | 30 | 112.00 | 35.50% | 25.10% | 43.30% | 29-12-22 | 4.72年 | 10.999 | 7502.78 | 5777.59 | 5.39% | 1.84% | -1.55% | -2.17% | 增强 | 49.31% ↑ | 10.999 | 13.826 | 116.90 | - | ||||||||||
149 下修有限制 纸包装行业 24年有过2次下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 5.47 12.46
2021 7.85 6.91
2022 2.89 6.88
2023 1.51 0.08
2024Q3 -5 0.07
1:剩余的转债规模1.97亿约等于最近2年多的公司净利润
2:当前价格1123.58 大于到期赎回价112 2025-12-24到期
3:流通市值为59.42亿元,自由流通市值为28.9亿元(比较大)
4:实控人股份占比47.2%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:0.13% 可以忽略
7: 下修有限制 24年有过2次下修到底记录 目前溢价率20.8 PB= 1.088非常危险,如果正股持续下跌的话
8:纸包装行业薄利多香
9:公司流动资产: 19.26 + 0 + 0.9 = 20.16亿(不包括应收账款和票据5.59亿)
流动负债如下: 总计4.8亿
长期负债: 长期借款1.16亿+ 应付债券2.83亿 = 4亿元
项目 金额 (亿元)
短期借款 0.7
交易性金融负债 0
应付账款+应付票据 3.63
合同负债 0
应付职工薪酬 0.3
一年内到期的非流动负债 0
其他流动负债 0.2
流动负债合计 4.8亿
总结: 公司有充足的货币资金能还的起钱,上次满足了强赎也不强赎,下修有限制 并且PB= 1.088。建议放弃 | | 113030 | 东风转债 | 121.539 | -0.45% | -0.95% | -2.88% | -8.25% | 1.71% | 3.64% | -8.25% | 601515 | 东峰集团 | 3.19 | 0.63% | -1.54% | -0.62% | -23.32% | 13.93% | -15.17% | -19.85% | 22.42% | 0.670 | -1.41 | -1.18 | 1.10 | -41.97 | 2.67% | 0.78% | -1.00 | 3.15 | 7.75% | 18.20% | 0.13% | 59.79 | 59.79 | 26.31 | -29.72% | 1.51 | -47.96% | 3.10** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 102.90 | 0.000 | - | 18.11% | 10.12% | 139.65 | 0/15 | 30** 转股价不下修记录
| 纸包装 | 广东 | 110.37 | AA | 增强 | 55.75% | 2.17 | 4.03 | 0/15 | 30 | 112.00 | 3.30% | 3.30% | 8.32% | 25-12-24 | 0.73年 | 1.972 | 2454.94 | 8812.72 | 10.20% | 1.46% | -10.85% | -13.58% | 增强 | 27.25% ↓ | 1.972 | 2.397 | 112.00 | 下修有限制 纸包装行业 24年有过2次下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 5.47 12.46
2021 7.85 6.91
2022 2.89 6.88
2023 1.51 0.08
2024Q3 -5 0.07
1:剩余的转债规模1.97亿约等于最近2年多的公司净利润
2:当前价格1123.58 大于到期赎回价112 2025-12-24到期
3:流通市值为59.42亿元,自由流通市值为28.9亿元(比较大)
4:实控人股份占比47.2%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:0.13% 可以忽略
7: 下修有限制 24年有过2次下修到底记录 目前溢价率20.8 PB= 1.088非常危险,如果正股持续下跌的话
8:纸包装行业薄利多香
9:公司流动资产: 19.26 + 0 + 0.9 = 20.16亿(不包括应收账款和票据5.59亿)
流动负债如下: 总计4.8亿
长期负债: 长期借款1.16亿+ 应付债券2.83亿 = 4亿元
项目 金额 (亿元)
短期借款 0.7
交易性金融负债 0
应付账款+应付票据 3.63
合同负债 0
应付职工薪酬 0.3
一年内到期的非流动负债 0
其他流动负债 0.2
流动负债合计 4.8亿
总结: 公司有充足的货币资金能还的起钱,上次满足了强赎也不强赎,下修有限制 并且PB= 1.088。建议放弃 | ||||||||||
150 | | 123052 | 飞鹿转债 | 130.200 | -0.08% | -0.83% | -3.06% | -0.07% | -1.99% | -2.83% | -0.07% | 300665 | 飞鹿股份 | 6.62 | 0.00% | -2.07% | -6.76% | 6.77% | -5.29% | -6.12% | 6.77% | 17.64% | 1.199 | -1.54 | -4.10 | 2.55 | -30.51 | 3.79% | 0.76% | -1.00 | 15.12 | 61.82% | 72.05% | - | 9.28 | 12.54 | 8.25 | 24.19% | 0.21 | 120.19% | 6.01* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 110.15 | 0.000 | - | 18.20% | 12.60% | 148.40 | 0/15 | 30**** 转股价不下修记录
| 涂料油墨 | 湖南 | 115.63 | A+ | 增强 | 54.86% | 4.21 | 7.81 | 0/15 | 30 | 120.00 | 16.20% | 12.00% | 8.17% | 26-06-05 | 1.17年 | 1.502 | 1870.06 | 2893.58 | 9.59% | 3.13% | -5.16% | -8.18% | 增强 | 20.26% ↓ | 1.502 | 1.956 | 122.50 | - | ||||||||||
151 | | 123169 | 正海转债 | 124.838 | 0.72% | -0.76% | -5.37% | 4.30% | 13.39% | 12.22% | 4.30% | 300224 | 正海磁材 | 13.55 | 2.11% | -3.70% | -8.20% | 10.07% | 14.83% | 23.16% | 10.07% | 23.63% | 3.576 | -1.48 | -3.04 | 2.94 | 56.22 | 12.09% | 1.45% | 58.22 | 39.16 | 24.15% | 51.20% | - | 112.81 | 113.51 | 58.74 | -7.05% | 4.48 | 10.74% | 12.83 | 105.61 | 0.000 | - | 18.20% | 21.51% | 143.04 | 0/15 | 30** 转股价不下修记录
| 磁性材料 | 山东 | 102.74 | AA- | 增强 | 55.88% | 8.98 | 16.68 | 0/15 | 30 | 112.00 | 10.40% | 10.40% | 46.92% | 28-11-23 | 3.64年 | 11.755 | 24310.43 | 50307.96 | 16.51% | 4.46% | -2.05% | -2.80% | 增强 | 29.22% ↓ | 11.755 | 14.675 | 115.90 | - | ||||||||||
152 | | 127072 | 博实转债 | 133.570 | -2.65% | -1.63% | -9.36% | 2.97% | 8.60% | 2.01% | 2.97% | 002698 | 博实股份 | 17.30 | -2.64% | -5.72% | -13.24% | 1.76% | 9.91% | -0.30% | 1.76% | 24.54% | 3.472 | -4.11 | -9.23 | 4.80 | 34.33 | 16.22% | 1.45% | 30.29 | 44.40 | 11.07% | 42.10% | - | 145.57 | 176.90 | 25.65 | 19.11% | 5.34 | 19.90% | 15.31 | 113.00 | 0.000 | - | 18.21% | 24.05% | 151.78 | 0/15 | 30** 转股价不下修记录
| 机器人 | 黑龙江 | 107.67 | AA | 增强 | 46.26% | 10.72 | 19.90 | 至少还需8天12/15 | 30 | 112.00 | 3.10% | 2.50% | 33.75% | 28-09-22 | 3.47年 | 4.498 | 6026.62 | 20519.49 | 9.94% | 1.39% | -3.98% | -4.76% | 增强 | 41.80% ↓ | 4.498 | 6.008 | 116.30 | - | ||||||||||
153 下修有限制 纸箱行业 24年12月底有过下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 2.90 3.5
2021 2.20 3.0
2022 1.32 6.56
2023 1.03 5.15
2024Q3 1.44 3.55
1:剩余的转债规模3亿约等于最近2年多的公司净利润
2:当前价格115.3 大于到期赎回价110 2025-08-16到期
3:流通市值为37.6亿元,自由流通市值为21.66亿元(比较大)
4:实控人股份占比42.8%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:10.38% 质押中等
7: 下修有限制 24年有过下修到底记录 目前溢价率22.4 PB=1.168
8:纸箱行业薄利多香
9:公司流动资产: 5.32 + 0 + 0.7 = 6亿(不包括应收账款和票据29.1)
流动负债如下: 总计37.34亿
长期负债: 长期借款5.5亿+ 应付债券0亿 = 5.5亿元
项目 金额 (亿元)
短期借款 4.1
交易性金融负债 0
应付账款+应付票据 26.75
合同负债 0.3
应付职工薪酬 0.6
一年内到期的非流动负债 4.89
其他流动负债 0.7
流动负债合计 37.34亿
总结: 公司没有充足的现金流能还的起钱。但是曾经下修到底过,偿债压力巨大,需要沟通上市公司的一个真实想法。 下修条款宽松。剩余年0.422年。 | | 128071 | 合兴转债 | 114.324 | -0.29% | -0.11% | -1.32% | -1.14% | 5.28% | 4.88% | -1.14% | 002228 | 合兴包装 | 3.16 | -0.32% | 0.32% | 4.29% | 5.33% | 2.60% | 16.14% | 5.33% | 9.04% | 0.271 | -0.11 | 2.20 | 1.17 | 31.92 | 3.12% | 3.89% | 47.41 | 7.02 | 29.70% | 56.69% | 10.98% | 37.65 | 37.78 | 124.14 | -19.26% | 1.03 | -21.98% | 3.27* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 96.64 | 0.000 | - | 18.30% | 4.70% | 132.62 | 0/15 | 30***** 转股价不下修记录
| 纸包装 | 福建 | 109.19 | AA | 增强 | 30.80% | 2.29 | 4.25 | 0/15 | 30 | 110.00 | 8.00% | 7.90% | 10.25% | 25-08-16 | 0.37年 | 2.999 | 978.45 | 4829.46 | 2.85% | 1.28% | -10.30% | -15.07% | 增强 | 25.59% ↑ | 2.999 | 3.429 | 110.00 | 下修有限制 纸箱行业 24年12月底有过下修到底记录
年份 归母净利润 (亿元) 现金流 (亿元)
2020 2.90 3.5
2021 2.20 3.0
2022 1.32 6.56
2023 1.03 5.15
2024Q3 1.44 3.55
1:剩余的转债规模3亿约等于最近2年多的公司净利润
2:当前价格115.3 大于到期赎回价110 2025-08-16到期
3:流通市值为37.6亿元,自由流通市值为21.66亿元(比较大)
4:实控人股份占比42.8%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:10.38% 质押中等
7: 下修有限制 24年有过下修到底记录 目前溢价率22.4 PB=1.168
8:纸箱行业薄利多香
9:公司流动资产: 5.32 + 0 + 0.7 = 6亿(不包括应收账款和票据29.1)
流动负债如下: 总计37.34亿
长期负债: 长期借款5.5亿+ 应付债券0亿 = 5.5亿元
项目 金额 (亿元)
短期借款 4.1
交易性金融负债 0
应付账款+应付票据 26.75
合同负债 0.3
应付职工薪酬 0.6
一年内到期的非流动负债 4.89
其他流动负债 0.7
流动负债合计 37.34亿
总结: 公司没有充足的现金流能还的起钱。但是曾经下修到底过,偿债压力巨大,需要沟通上市公司的一个真实想法。 下修条款宽松。剩余年0.422年。 | ||||||||||
154 | | 123059 | 银信转债 | 142.900 | -1.33% | -2.12% | -14.62% | -6.17% | -7.51% | 10.44% | -6.17% | 300231 | 银信科技 | 11.17 | -0.36% | -2.70% | -20.89% | -10.35% | -21.23% | 13.60% | -10.35% | 39.20% | 1.425 | -5.69 | -9.40 | 3.15 | 102.48 | 6.68% | 1.69% | 93.03 | 42.53 | 35.86% | 43.47% | 4.46% | 49.62 | 49.62 | 19.76 | -18.43% | 1.06 | -38.95% | 9.25 | 120.76 | 0.000 | - | 18.34% | 22.80% | 161.24 | 0/15 | 30* 转股价不下修记录
| IT服务 | 北京 | 116.37 | AA- | 增强 | 69.09% | 6.48 | 12.03 | 不强赎 2025-06-09重新计 | 118.00 | 3.20% | 3.20% | 7.59% | 26-07-15 | 1.28年 | 1.571 | 4693.06 | 8167.30 | 20.77% | 1.64% | -12.66% | -14.98% | 增强 | 41.85% ↑ | 1.571 | 2.245 | 120.50 | - | ||||||||||
155 | | 113062 | 常银转债 | 121.311 | -0.29% | -0.27% | -0.95% | -3.47% | 2.15% | 5.80% | -3.47% | 601128 | 常熟银行 | 7.06 | 0.00% | -1.53% | 1.00% | -6.74% | -5.61% | 15.23% | -6.74% | 12.32% | 3.427 | -0.85 | -0.56 | 0.74 | 5.58 | 13.69% | 3.21% | 1.91 | 1.87 | 20.56% | 91.63% | 0.80% | 212.86 | 212.86 | 98.70 | 12.05% | 32.82 | 19.60% | 6.89 | 102.47 | 0.000 | - | 18.39% | 18.11% | 139.70 | 0/15 | 30 转股价不下修记录
| 农商行 | 江苏 | 102.71 | AAA | 增强 | 24.92% | - | 8.96 | 0/15 | 30 | 107.00 | 28.20% | 28.20% | 43.21% | 28-09-15 | 3.46年 | 59.994 | 8913.76 | 18636.69 | 1.23% | 0.88% | -2.83% | -3.35% | 增强 | 49.26% ↑ | 59.994 | 72.779 | 110.00 | - | ||||||||||
156 | | 127015 | 希望转债 | 108.712 | 0.75% | 0.33% | -1.23% | 1.03% | -0.45% | 1.13% | 1.03% | 000876 | 新希望 | 9.73 | 4.40% | 2.75% | 0.62% | 8.35% | -7.60% | -1.12% | 8.35% | 14.31% | 0.759 | -0.26 | 1.48 | 1.81 | -66.64 | 0.71% | 0.00% | -1.00 | 30.05 | 63.61% | 70.85% | - | 437.82 | 440.37 | 1417.03 | 0.14% | 2.49 | 117.07% | 10.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.79 | 0.000 | - | 18.43% | 4.03% | 127.14 | 0/15 | 30 转股价不下修记录
| 生猪养殖 | 四川 | 104.50 | AAA | 增强 | 30.46% | 7.42 | 13.78 | 0/15 | 30 | 106.00 | 2.20% | 2.20% | 6.36% | 26-01-03 | 0.75年 | 9.494 | 6260.19 | 78045.10 | 6.07% | 1.80% | -3.32% | -4.79% | 增强 | 32.83% ↑ | 9.494 | 10.321 | 106.00 | - | ||||||||||
157 下修无限制,有过下修到底历史 | | 123225 | 翔丰转债 | 124.838 | -0.57% | -1.70% | -8.11% | -0.33% | -5.43% | 5.68% | -0.33% | 300890 | 翔丰华 | 28.91 | -1.33% | -3.70% | -13.34% | -4.46% | -21.10% | 5.45% | -4.46% | 37.13% | 4.333 | -3.61 | -7.52 | 1.76 | 88.14 | 4.91% | 1.02% | 70.67 | 15.55 | 41.66% | 52.29% | - | 31.39 | 34.41 | 16.86 | -28.45% | 0.83 | -48.39% | 27.44* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 105.36 | 0.000 | - | 18.49% | 18.62% | 143.33 | 0/15 | 30 转股价不下修记录
| 电池化学品 | 广东 | 105.24 | AA- | 增强 | 67.64% | 19.21 | 35.67 | 0/15 | 30 | 118.00 | 18.30% | 16.70% | 28.82% | 29-10-10 | 4.52年 | 5.735 | 2724.37 | 9047.82 | 3.82% | 2.87% | -0.33% | -1.18% | 增强 | 38.75% ↓ | 5.735 | 7.159 | 123.00 | 下修无限制,有过下修到底历史 | ||||||||||
158 下修无限制 | | 123220 | 易瑞转债 | 122.367 | 0.54% | 0.36% | -0.58% | 4.54% | 3.88% | 20.46% | 4.54% | 300942 | 易瑞生物 | 9.18 | 1.55% | 0.55% | 4.44% | 7.12% | -1.29% | 7.87% | 7.12% | 29.07% | 4.217 | -0.41 | 0.58 | 4.32 | -38.57 | -21.22% | 0.00% | -1.00 | 26.89 | 32.42% | 38.08% | 24.13% | 36.84 | 36.84 | 2.54 | -63.01% | -1.85 | -322.87% | 8.89* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 103.26 | 0.000 | - | 18.50% | 31.38% | 140.87 | 0/15 | 30* 转股价不下修记录
| 体外诊断 | 广东 | 93.14 | A+ | 增强 | 67.03% | 6.22 | 11.56 | 0/15 | 30 | 115.00 | 8.80% | 8.80% | 26.97% | 29-08-18 | 4.38年 | 3.241 | 4923.05 | 6233.08 | 12.39% | 1.69% | -0.59% | -1.34% | 增强 | 27.85% ↓ | 3.241 | 3.966 | 119.30 | 下修无限制 | ||||||||||
159 | | 110094 | 众和转债 | 123.931 | -0.17% | 0.29% | -1.14% | 0.13% | -2.49% | -1.38% | 0.13% | 600888 | 新疆众和 | 7.23 | -0.55% | -1.50% | 2.26% | 1.83% | -10.63% | -7.41% | 1.83% | 18.12% | 4.185 | -0.12 | -0.52 | 0.90 | 10.03 | 17.63% | 1.66% | 14.16 | 1.31 | 21.69% | 37.78% | - | 99.50 | 99.50 | 65.35 | -15.52% | 15.61 | 0.88% | 6.92* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 104.48 | 0.000 | - | 18.62% | 19.50% | 142.55 | 0/15 | 30* 转股价不下修记录
| 铝 | 新疆 | 103.71 | AA | 增强 | 27.09% | 4.84 | 9.00 | 0/15 | 30 | 110.00 | 11.90% | 11.90% | 23.52% | 29-07-18 | 4.29年 | 11.848 | 4077.10 | 7718.00 | 2.78% | 0.78% | -1.86% | -2.45% | 增强 | 50.12% ↓ | 11.848 | 14.683 | 114.50 | - | ||||||||||
160 | | 113686 | 泰瑞转债 | 126.435 | -1.23% | -2.23% | -4.58% | -14.22% | -18.55% | 26.44% | -14.22% | 603289 | 泰瑞机器 | 8.83 | -2.43% | -7.92% | -8.12% | 7.03% | -1.45% | -8.85% | 7.03% | 96.57% | 5.043 | -2.72 | -7.03 | 1.85 | 53.52 | 6.27% | 1.71% | 92.68 | 10.32 | 39.42% | 52.25% | 10.91% | 25.90 | 25.90 | 10.02 | -15.51% | 0.86 | -11.21% | 8.30 | 106.39 | 0.000 | - | 18.85% | 26.44% | 145.29 | 0/15 | 30 转股价不下修记录
| 其他专用设备 | 浙江 | 100.00 | AA- | 增强 | 47.19% | 5.81 | 10.79 | 0/15 | 30 | 115.00 | 13.00% | 13.00% | - | 30-07-02 | 5.25年 | 3.366 | 6800.49 | 8112.67 | 15.94% | 3.12% | -0.96% | -1.61% | 增强 | 67.57% | 3.366 | 4.256 | 120.30 | - | ||||||||||
161 下修无限制 | | 113664 | 大元转债 | 126.682 | -1.95% | -2.57% | -3.01% | 5.82% | 2.83% | 1.34% | 5.82% | 603757 | 大元泵业 | 22.14 | -4.57% | -7.09% | -3.53% | 10.42% | -0.71% | -1.91% | 10.42% | 18.42% | 3.578 | -3.03 | -6.93 | 2.29 | 19.66 | 17.61% | 6.86% | 77.58 | 27.64 | 20.70% | 42.01% | 21.24% | 36.47 | 36.47 | 18.79 | 11.98% | 2.85 | 9.45% | 20.79 | 106.49 | 0.000 | - | 18.96% | 19.17% | 145.64 | 0/15 | 30 转股价不下修记录
| 其他通用设备 | 浙江 | 106.30 | AA- | 增强 | 35.00% | 14.55 | 27.03 | 0/15 | 30 | 115.00 | 12.30% | 12.30% | 45.00% | 28-12-05 | 3.68年 | 4.499 | 4528.97 | 8657.47 | 7.90% | 2.33% | -1.49% | -2.40% | 增强 | 34.43% ↓ | 4.499 | 5.699 | 120.00 | 下修无限制 | ||||||||||
162 | | 118037 | 上声转债 | 127.001 | -0.83% | -0.96% | -5.55% | -1.43% | -2.14% | 16.20% | -1.43% | 688533 | 上声电子 | 31.55 | -1.68% | -1.34% | -9.62% | -9.39% | -14.71% | 9.74% | -9.39% | 25.09% | 4.154 | -2.26 | -5.90 | 3.51 | 26.12 | 13.14% | 0.97% | 9.01 | 16.95 | 39.96% | 53.73% | - | 51.38 | 51.38 | 23.26 | 31.52% | 1.59 | 82.40% | 29.56* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 106.73 | 0.000 | - | 18.99% | 38.95% | 145.99 | 0/15 | 30***** 转股价不下修记录
| 汽车电子电气系统 | 江苏 | 91.40 | A+ | 增强 | 58.56% | 20.69 | 38.43 | 至少还需15天3/15 | 30 | 111.00 | 9.10% | 9.10% | 55.23% | 29-07-06 | 4.26年 | 4.680 | 2242.11 | 2859.70 | 3.77% | 0.55% | -2.13% | -2.78% | 增强 | 43.98% ↓ | 4.680 | 5.944 | 116.10 | - | ||||||||||
163 | | 123087 | 明电转债 | 131.240 | -0.90% | -1.91% | -7.05% | -5.45% | -3.18% | 11.91% | -5.45% | 300739 | 明阳电路 | 13.13 | -2.38% | -5.81% | -12.52% | -13.28% | -19.45% | -4.21% | -13.28% | 30.70% | 1.767 | -3.59 | -8.75 | 2.29 | 145.89 | 5.48% | 1.32% | 90.68 | 20.72 | 28.18% | 42.73% | - | 44.73 | 45.16 | 16.19 | -17.79% | 1.03 | -43.65% | 11.91** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 110.24 | 0.000 | - | 19.05% | 17.04% | 150.29 | 0/15 | 30** 转股价不下修记录
| 印制电路板 | 广东 | 112.13 | AA- | 增强 | 65.88% | 7.15 | 15.48 | 至少还需15天1/15 | 30 | 115.00 | 3.70% | 3.70% | 4.20% | 26-12-15 | 1.70年 | 1.654 | 1310.07 | 8094.07 | 6.03% | 1.80% | -6.38% | -8.03% | 增强 | 32.34% ↓ | 1.654 | 2.171 | 117.50 | - | ||||||||||
164 | | 111003 | 聚合转债 | 129.775 | -1.15% | -1.54% | -3.21% | 2.84% | 9.24% | 11.89% | 2.84% | 605166 | 聚合顺 | 12.53 | -4.42% | -5.43% | -2.41% | 4.68% | 6.01% | 25.65% | 4.68% | 17.46% | 2.911 | -1.42 | -3.82 | 2.12 | 14.54 | 11.99% | 2.28% | 23.75 | 37.95 | 29.52% | 65.36% | 6.28% | 39.44 | 39.44 | 60.18 | -0.31% | 1.97 | -18.78% | 11.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.96 | 0.000 | - | 19.11% | 19.38% | 148.89 | 0/15 | 30*** 转股价不下修记录
| 锦纶 | 浙江 | 108.71 | AA- | 增强 | 37.78% | 8.05 | 14.95 | 0/15 | 30 | 115.00 | 5.20% | 5.20% | 20.32% | 28-03-07 | 2.93年 | 2.036 | 3950.98 | 12155.59 | 14.94% | 3.04% | -2.96% | -4.04% | 增强 | 29.09% ↑ | 2.036 | 2.642 | 119.00 | - | ||||||||||
165 | | 127047 | 帝欧转债 | 90.407 | 0.59% | 0.96% | 1.32% | 0.01% | 24.70% | 19.92% | 0.01% | 002798 | 帝欧家居 | 3.87 | 1.57% | 1.31% | -0.51% | -11.64% | -6.07% | -20.37% | -11.64% | 45.58% | 2.218 | 0.28 | -1.23 | 0.76 | -2.11 | -26.22% | 0.00% | -1.00 | 15.57 | 57.75% | 70.05% | 15.54% | 12.56 | 15.26 | 37.60 | -8.55% | -6.58 | 56.35% | 5.10* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 75.88 | 0.000 | - | 19.14% | -8.11% | 109.55 | 暂不 2025-04-16 重新计***** 转股价不下修记录
| 瓷砖地板 | 四川 | 98.39 | A | 增强 | 53.77% | 3.57 | 6.63 | 0/15 | 30 | 115.00 | 115.6% | 95.10% | 0.35% | 27-10-25 | 2.56年 | 14.514 | 2289.62 | 2663.10 | 1.75% | 2.14% | 11.40% | 9.96% | 增强 | 15.76% ↓ | 14.514 | 13.122 | 118.60 | - | ||||||||||
166 | | 127093 | 章鼓转债 | 125.371 | -0.76% | -0.56% | -3.08% | 4.80% | 12.02% | 3.19% | 4.80% | 002598 | 山东章鼓 | 10.78 | -1.82% | -0.92% | -2.09% | 14.07% | 22.50% | 23.94% | 14.07% | 24.35% | 4.389 | -0.72 | -0.23 | 2.59 | 34.89 | 9.51% | 0.93% | 65.21 | 25.57 | 24.00% | 50.83% | 9.40% | 30.41 | 33.64 | 20.05 | 6.93% | 1.07 | -3.29% | 10.25 | 105.17 | 0.000 | - | 19.21% | 36.64% | 144.58 | 0/15 | 30* 转股价不下修记录
| 其他通用设备 | 山东 | 91.75 | A+ | 增强 | 45.46% | 7.18 | 13.33 | 0/15 | 30 | 113.00 | 8.00% | 7.20% | 26.00% | 29-10-17 | 4.54年 | 2.426 | 3237.60 | 16575.69 | 10.66% | 5.47% | -1.25% | -1.94% | 增强 | 34.09% ↓ | 2.426 | 3.042 | 118.55 | - | ||||||||||
167 | | 123203 | 明电转02 | 131.451 | -0.88% | -1.82% | -7.01% | -5.43% | -2.63% | 11.93% | -5.43% | 300739 | 明阳电路 | 13.13 | -2.38% | -5.81% | -12.52% | -13.28% | -19.45% | -4.21% | -13.28% | 31.72% | 4.128 | -3.53 | -8.75 | 2.29 | 145.89 | 5.48% | 1.32% | 90.68 | 20.72 | 28.18% | 42.73% | - | 44.73 | 45.16 | 16.19 | -17.79% | 1.03 | -43.65% | 11.91* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 110.24 | 0.000 | - | 19.24% | 23.63% | 150.69 | 0/15 | 30* 转股价不下修记录
| 印制电路板 | 广东 | 106.33 | AA- | 增强 | 65.88% | 8.34 | 15.48 | 至少还需15天1/15 | 30 | 118.00 | 3.30% | 3.30% | 12.28% | 29-07-03 | 4.25年 | 1.472 | 1460.96 | 8094.07 | 7.55% | 1.80% | -1.58% | -2.47% | 增强 | 48.13% ↓ | 1.472 | 1.935 | 123.00 | - | ||||||||||
168 | | 123054 | 思特转债 | 141.101 | -1.47% | -1.03% | -11.15% | 3.23% | -15.76% | -5.93% | 3.23% | 300608 | 思特奇 | 11.65 | -2.59% | -0.77% | -21.60% | 7.08% | -26.45% | -16.29% | 7.08% | 41.77% | 1.346 | -4.60 | -9.96 | 2.71 | -56.55 | 1.41% | 0.09% | -1.00 | 31.31 | 34.87% | 40.83% | 19.02% | 33.50 | 38.59 | 8.70 | 4.38% | 0.22 | 27.60% | 9.88 | 117.92 | 0.000 | - | 19.66% | 24.01% | 160.76 | 0/15 | 30** 转股价不下修记录
| 垂直应用软件 | 北京 | 113.78 | AA- | 增强 | 67.36% | 6.92 | 12.84 | 不强赎 2025-05-26重新计 | 115.00 | 5.00% | 4.30% | 4.54% | 26-06-10 | 1.19年 | 1.668 | 4562.91 | 12270.35 | 19.27% | 3.63% | -14.55% | -16.70% | 增强 | 24.00% ↑ | 1.668 | 2.354 | 117.50 | - | ||||||||||
169 | | 123107 | 温氏转债 | 121.647 | 0.53% | -0.78% | -0.20% | 1.63% | -2.67% | -2.09% | 1.63% | 300498 | 温氏股份 | 17.06 | 1.97% | -0.47% | 4.41% | 3.33% | -19.99% | -10.97% | 3.33% | 15.35% | 2.044 | -0.41 | 1.88 | 2.89 | 23.37 | -17.60% | 0.59% | 70.23 | 14.88 | 36.02% | 54.86% | 2.45% | 893.16 | 1135.16 | 899.02 | 7.40% | -63.90 | -220.81% | 16.79 | 101.61 | 0.000 | - | 19.72% | 15.14% | 141.37 | 0/15 | 30 转股价不下修记录
| 生猪养殖 | 广东 | 105.65 | AAA | 增强 | 32.42% | 11.75 | 21.83 | 0/15 | 30 | 108.00 | 8.60% | 6.80% | 34.88% | 27-03-29 | 1.99年 | 77.064 | 11312.26 | 102925.07 | 1.21% | 1.16% | -5.07% | -5.92% | 增强 | 18.11% ↓ | 77.064 | 93.746 | 109.80 | - | ||||||||||
170 | | 113066 | 平煤转债 | 129.415 | -0.35% | -0.64% | 0.45% | -4.21% | -7.68% | -12.94% | -4.21% | 601666 | 平煤股份 | 8.73 | 0.00% | -0.68% | 2.46% | -12.87% | -20.71% | -23.33% | -12.87% | 26.13% | 3.956 | -1.10 | -1.12 | 0.83 | 9.23 | 14.18% | 11.23% | 32.93 | 17.32 | 47.06% | 61.79% | 27.04% | 215.57 | 216.08 | 315.61 | -12.44% | 40.03 | -30.25% | 8.08* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.05 | 0.000 | - | 19.78% | 26.74% | 149.20 | 0/15 | 30 转股价不下修记录
| 焦煤 | 河南 | 102.11 | AAA | 增强 | 36.17% | 5.66 | 10.50 | 0/15 | 30 | 107.00 | 6.60% | 6.60% | 21.24% | 29-03-16 | 3.95年 | 14.276 | 3288.45 | 8854.32 | 1.78% | 0.41% | -3.95% | -4.42% | 增强 | 45.98% ↑ | 14.276 | 18.475 | 110.60 | - | ||||||||||
171 下修有限制,PB=1.63。
2024-12-09下修到底了 剩余年限1.430
公司有将近34亿货币资金,转债14亿相当于公司三年的净利润。
我的备注 下修无限制,公司下修到底了3次,剩余年限1.47年,剩余规模7.8亿,
公司有足够的钱还得起,但是这笔钱对公司也蛮重要的,相当于公司一年净利润。建议120才介入,避免强赎。120接入才有足够利润空间。公司强赎意愿非常强烈 | | 128131 | 崇达转2 | 123.301 | -1.69% | -2.56% | -6.70% | 1.40% | 13.12% | 12.80% | 1.40% | 002815 | 崇达技术 | 10.64 | -2.83% | -6.09% | -9.75% | 4.31% | 4.72% | 20.34% | 4.31% | 15.81% | 1.497 | -3.80 | -8.02 | 1.61 | 46.67 | 6.27% | 1.90% | 91.85 | 14.39 | 22.96% | 37.78% | 0.61% | 68.16 | 115.05 | 57.72 | -1.68% | 4.09 | -35.84% | 10.37* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 102.60 | 0.000 | - | 20.17% | 13.53% | 143.47 | 0/15 | 30***** 转股价不下修记录
| 印制电路板 | 广东 | 108.61 | AA | 增强 | 49.11% | 7.26 | 13.48 | 0/15 | 30 | 110.00 | 20.50% | 12.20% | 17.92% | 26-09-07 | 1.43年 | 13.997 | 3666.57 | 12991.90 | 2.12% | 1.89% | -6.69% | -8.07% | 增强 | 45.93% ↓ | 13.997 | 17.258 | 111.80 | 下修有限制,PB=1.63。
2024-12-09下修到底了 剩余年限1.430
公司有将近34亿货币资金,转债14亿相当于公司三年的净利润。
我的备注 下修无限制,公司下修到底了3次,剩余年限1.47年,剩余规模7.8亿,
公司有足够的钱还得起,但是这笔钱对公司也蛮重要的,相当于公司一年净利润。建议120才介入,避免强赎。120接入才有足够利润空间。公司强赎意愿非常强烈 | ||||||||||
172 | | 113577 | 春秋转债 | 131.740 | -1.11% | -2.02% | -6.54% | -0.22% | 0.92% | 2.61% | -0.22% | 603890 | 春秋电子 | 11.67 | -3.63% | -5.35% | -11.19% | -0.68% | 2.37% | 14.64% | -0.68% | 32.37% | 1.146 | -3.59 | -8.89 | 1.81 | 103.27 | 1.00% | 0.00% | 95.54 | 40.67 | 34.55% | 52.65% | 14.49% | 51.24 | 51.24 | 32.57 | -15.28% | 0.27 | -82.99% | 10.65 | 109.58 | 0.000 | - | 20.23% | 18.29% | 151.97 | 0/15 | 30***** 转股价不下修记录
| 消费电子零部件及组装 | 江苏 | 111.37 | AA- | 增强 | 58.12% | 7.46 | 13.85 | 至少还需15天1/15 | 30 | 112.00 | 3.50% | 3.50% | 17.57% | 26-04-14 | 1.03年 | 1.775 | 1687.94 | 14786.78 | 7.18% | 2.84% | -13.00% | -15.14% | 增强 | 33.40% ↓ | 1.775 | 2.338 | 114.50 | - | ||||||||||
173 | | 123145 | 药石转债 | 127.917 | -1.82% | -0.70% | -6.55% | 4.68% | -2.35% | 20.67% | 4.68% | 300725 | 药石科技 | 36.04 | -2.80% | 0.19% | -9.81% | 7.26% | -20.55% | -11.42% | 7.26% | 23.46% | 3.036 | -1.69 | -2.82 | 2.48 | 66.99 | 7.16% | 0.86% | 56.38 | 11.53 | 33.99% | 41.00% | 8.06% | 60.69 | 71.98 | 17.25 | 8.18% | 1.97 | -37.19% | 33.89** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 106.34 | 0.000 | - | 20.29% | 19.55% | 148.21 | 0/15 | 30***** 转股价不下修记录
| 医疗研发外包 | 江苏 | 107.00 | AA | 增强 | 56.95% | 23.72 | 44.06 | 0/15 | 30 | 110.00 | 18.90% | 15.90% | 46.65% | 28-04-20 | 3.05年 | 11.472 | 6635.23 | 25354.62 | 4.49% | 4.11% | -3.71% | -4.50% | 增强 | 31.86% ↓ | 11.472 | 14.675 | 114.30 | - | ||||||||||
174 | | 127049 | 希望转2 | 110.500 | 1.66% | 0.60% | -0.44% | 5.64% | 6.61% | 5.45% | 5.64% | 000876 | 新希望 | 9.73 | 4.40% | 2.75% | 0.62% | 8.35% | -7.60% | -1.12% | 8.35% | 18.13% | 2.507 | 0.05 | 1.48 | 1.81 | -66.64 | 0.71% | 0.00% | -1.00 | 30.05 | 63.61% | 70.85% | - | 437.82 | 440.37 | 1417.03 | 0.14% | 2.49 | 117.07% | 10.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.79 | 0.000 | - | 20.38% | 5.82% | 130.88 | 0/15 | 30 转股价不下修记录
| 生猪养殖 | 四川 | 104.42 | AAA | 增强 | 30.46% | 7.42 | 13.78 | 0/15 | 30 | 107.00 | 18.60% | 18.50% | 31.82% | 27-11-02 | 2.58年 | 81.435 | 19907.43 | 78045.10 | 2.23% | 1.80% | -0.25% | -0.95% | 增强 | 20.04% ↓ | 81.435 | 89.986 | 109.80 | - | ||||||||||
175 下修有限制 | | 113606 | 荣泰转债 | 121.605 | 0.64% | -1.83% | 2.86% | 7.39% | 8.51% | 10.34% | 7.39% | 603579 | 荣泰健康 | 23.65 | -0.04% | 5.30% | 36.86% | 63.10% | 57.57% | 68.35% | 63.10% | 10.88% | 1.566 | 0.40 | 15.84 | 2.16 | 23.44 | 10.50% | 3.31% | 79.84 | 38.29 | 34.14% | 42.93% | - | 41.95 | 41.95 | 18.55 | -7.47% | 2.03 | 23.43% | 23.42 | 100.98 | 0.000 | - | 20.42% | 8.06% | 142.03 | 至少还需8天7/15 | 30***** 转股价不下修记录
| 其他家电 | 上海 | 112.53 | AA- | 增强 | 46.60% | 16.39 | 30.45 | 0/15 | 30 | 115.00 | 14.30% | 14.30% | 54.07% | 26-10-30 | 1.57年 | 5.995 | 35378.32 | 69729.36 | 48.73% | 17.45% | -2.19% | -4.07% | 增强 | 29.21% ↓ | 5.995 | 7.290 | 117.50 | 下修有限制 | ||||||||||
176 下修有限制 | | 123200 | 海泰转债 | 121.200 | -1.46% | -1.34% | -7.70% | 9.91% | 5.98% | 5.67% | 9.91% | 301022 | 海泰科 | 26.50 | -2.82% | -2.07% | -16.85% | 30.54% | 6.81% | 17.85% | 30.54% | 25.70% | 4.010 | -2.65 | -4.64 | 2.12 | 190.65 | 2.46% | 0.96% | 83.23 | 42.51 | 23.81% | 45.45% | - | 13.84 | 22.46 | 5.72 | 14.41% | 0.23 | -57.17% | 26.36 | 100.53 | 0.000 | - | 20.56% | 35.63% | 141.76 | 0/15 | 30***** 转股价不下修记录
| 其他汽车零部件 | 山东 | 89.36 | A | 增强 | 65.50% | 18.45 | 34.27 | 0/15 | 30 | 118.00 | 26.70% | 16.50% | 29.31% | 29-06-27 | 4.24年 | 3.698 | 2881.86 | 4761.59 | 6.40% | 3.42% | 0.55% | -0.40% | 增强 | 28.14% ↓ | 3.698 | 4.482 | 124.00 | 下修有限制 | ||||||||||
177 | | 127041 | 弘亚转债 | 122.231 | -1.56% | -1.87% | -3.89% | 2.15% | 1.02% | 8.26% | 2.15% | 002833 | 弘亚数控 | 17.94 | -3.96% | -6.42% | -3.70% | 6.60% | -1.11% | -1.04% | 6.60% | 13.91% | 1.297 | -2.16 | -4.38 | 2.63 | 14.24 | 21.91% | 5.02% | 20.69 | 12.46 | 17.68% | 27.33% | - | 51.77 | 76.11 | 26.83 | 26.09% | 5.90 | 29.75% | 17.70* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 101.36 | 0.000 | - | 20.60% | 8.66% | 142.83 | 0/15 | 30**** 转股价不下修记录
| 其他专用设备 | 广东 | 112.49 | AA- | 增强 | 34.91% | 12.39 | 23.01 | 0/15 | 30 | 115.00 | 11.60% | 7.90% | 43.37% | 26-07-12 | 1.27年 | 5.999 | 4595.05 | 12624.29 | 6.25% | 2.41% | -3.73% | -5.88% | 增强 | 40.42% ↓ | 5.999 | 7.333 | 116.50 | - | ||||||||||
178 | | 123048 | 应急转债 | 134.514 | 0.31% | -0.71% | -2.09% | 1.52% | -1.25% | 18.62% | 1.52% | 300527 | 中船应急 | 7.86 | -0.63% | -4.96% | -2.36% | -2.60% | -19.22% | 11.02% | -2.60% | 33.31% | 1.213 | -2.46 | -6.25 | 3.04 | -83.62 | -8.20% | 0.00% | -1.00 | 32.71 | 12.72% | 32.06% | - | 77.56 | 77.56 | 6.03 | -63.63% | -2.17 | -3996.77% | 7.06* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 111.33 | 0.000 | - | 20.82% | 24.97% | 155.33 | 0/15 | 30 转股价不下修记录
| 地面兵装 | 湖北 | 107.64 | AA+ | 增强 | 57.45% | 4.94 | 9.18 | 不强赎 2025-04-30重新计 | 108.00 | 2.70% | 2.70% | 5.70% | 26-04-10 | 1.02年 | 2.125 | 3926.14 | 9155.43 | 13.70% | 1.18% | -18.35% | -19.75% | 增强 | 28.02% ↑ | 2.125 | 2.858 | 109.80 | - | ||||||||||
179 | | 113056 | 重银转债 | 118.437 | 0.70% | 0.14% | 1.95% | 0.40% | 9.99% | 12.72% | 0.40% | 601963 | 重庆银行 | 9.72 | 1.89% | -0.41% | 11.72% | 6.77% | 19.09% | 43.61% | 6.77% | 5.89% | 2.899 | 1.04 | 5.69 | 0.55 | 6.70 | 10.14% | 4.20% | 75.95 | 67.02 | 75.03% | 92.56% | 6.65% | 182.68 | 337.73 | 132.11 | -1.89% | 49.30 | 1.27% | 9.92 | 97.98 | 0.000 | - | 20.87% | 9.89% | 139.31 | 0/15 | 30 转股价不下修记录
| 城商行 | 重庆 | 107.78 | AAA | 增强 | 27.83% | - | 12.90 | 0/15 | 30 | 110.00 | 71.20% | 38.50% | 38.01% | 28-03-23 | 2.97年 | 129.987 | 12848.00 | 9972.18 | 0.84% | 0.55% | -1.24% | -2.08% | 增强 | 55.77% ↓ | 129.987 | 153.953 | 114.20 | - | ||||||||||
180 | | 113677 | 华懋转债 | 126.501 | -1.48% | -0.59% | -8.08% | 3.26% | 16.40% | 17.47% | 3.26% | 603306 | 华懋科技 | 35.40 | -4.22% | -4.40% | -9.14% | 11.99% | 48.37% | 63.79% | 11.99% | 21.77% | 4.331 | -2.65 | -5.72 | 3.17 | 54.88 | 7.08% | 0.56% | 82.06 | 47.80 | 17.83% | 25.99% | 0.30% | 116.49 | 116.49 | 20.55 | 25.54% | 2.42 | 21.95% | 33.85 | 104.58 | 0.000 | - | 20.96% | 26.24% | 147.46 | 0/15 | 30**** 转股价不下修记录
| 车身附件及饰件 | 福建 | 100.21 | AA- | 增强 | 59.00% | 23.70 | 44.01 | 0/15 | 30 | 112.00 | 9.00% | 9.00% | 39.09% | 29-09-14 | 4.45年 | 10.500 | 6482.55 | 17852.39 | 4.87% | 1.51% | -1.81% | -2.46% | 增强 | 43.19% ↑ | 10.500 | 13.283 | 116.80 | - | ||||||||||
181 | | 123082 | 北陆转债 | 121.517 | -0.15% | 0.26% | -2.82% | 4.09% | 10.84% | 13.65% | 4.09% | 300016 | 北陆药业 | 7.09 | 0.57% | 1.29% | -2.07% | 14.35% | 3.96% | 31.05% | 14.35% | 16.14% | 1.669 | -0.82 | 2.24 | 2.08 | -116.23 | -4.17% | 0.00% | -1.00 | 18.04 | 31.79% | 38.62% | - | 34.82 | 34.88 | 8.91 | 16.30% | -0.72 | -735.92% | 7.07** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 100.28 | 0.000 | - | 21.17% | 16.63% | 142.69 | 0/15 | 30*** 转股价不下修记录
| 化学制剂 | 北京 | 104.19 | A | 增强 | 49.76% | 4.95 | 9.19 | 0/15 | 30 | 115.00 | 14.30% | 14.30% | 15.62% | 26-12-07 | 1.68年 | 4.992 | 1967.23 | 8985.00 | 3.24% | 2.58% | -2.01% | -3.77% | 增强 | 41.58% ↓ | 4.992 | 6.066 | 117.50 | - | ||||||||||
182 正股2元多 下修不得低于每股净资产 目前PB1.08 非常不好
负债率非常低,剩余年限超长,虽然溢价率低, 但规模超级大,买它类似于炒股啦
不建议买 | | 113691 | 和邦转债 | 110.954 | 0.18% | -1.74% | -1.77% | 0.31% | 10.95% | 10.95% | 0.31% | 603077 | 和邦生物 | 1.83 | 0.00% | -3.68% | -0.54% | -10.29% | -16.37% | -22.67% | -10.29% | 16.68% | 5.262 | -0.83 | -1.45 | 0.86 | 35.19 | 6.56% | 1.09% | 55.71 | 2.58 | 14.97% | 25.39% | 12.10% | 161.61 | 161.61 | 88.24 | -32.33% | 12.83 | -66.29% | 2.00 | 91.50 | 0.000 | 25天 | 21.26% | 10.42% | 132.21 | 0/15 | 30 转股价不下修记录
| 磷肥及磷化工 | 四川 | 100.48 | AA | 增强 | 33.14% | 1.40 | 2.60 | 0/15 | 30 | 110.00 | 28.50% | 28.50% | 3.23% | 30-10-28 | 5.57年 | 46.000 | 6563.08 | 8231.16 | 1.29% | 0.51% | 0.67% | 0.18% | 增强 | 37.91% | 30.183 | 33.489 | 115.10 | 正股2元多 下修不得低于每股净资产 目前PB1.08 非常不好
负债率非常低,剩余年限超长,虽然溢价率低, 但规模超级大,买它类似于炒股啦
不建议买 | ||||||||||
183 | | 110062 | 烽火转债 | 123.421 | -0.04% | 1.76% | -5.34% | 7.45% | 6.50% | 4.94% | 7.45% | 600498 | 烽火通信 | 22.95 | 1.86% | 1.77% | -10.39% | 17.93% | 23.99% | 19.70% | 17.93% | 18.88% | 0.181 | -0.85 | -2.42 | 2.03 | 51.46 | 4.06% | 0.56% | 58.95 | 36.20 | 34.56% | 64.96% | - | 267.73 | 271.84 | 311.30 | 0.68% | 5.05 | 24.39% | 22.55* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 101.77 | 0.000 | - | 21.27% | 17.90% | 144.69 | 0/15 | 30**** 转股价不下修记录
| 通信网络设备及器件 | 湖北 | 104.68 | AAA | 增强 | 42.70% | 15.79 | 29.32 | 0/15 | 30 | 106.00 | 11.50% | 11.40% | 35.82% | 25-12-02 | 0.67年 | 30.875 | 15959.29 | 79245.25 | 4.19% | 2.96% | -21.29% | -22.76% | 增强 | 22.68% ↑ | 30.875 | 38.106 | 106.00 | - | ||||||||||
184 | | 110093 | 神马转债 | 118.395 | -1.01% | -3.39% | -3.29% | 0.29% | 2.27% | 7.34% | 0.29% | 600810 | 神马股份 | 7.95 | -3.87% | -12.06% | -3.64% | -1.73% | 5.02% | 16.57% | -1.73% | 15.81% | 3.863 | -2.03 | -5.12 | 1.13 | -87.36 | 1.55% | 1.77% | -1.00 | 28.57 | 55.75% | 59.83% | - | 79.92 | 80.70 | 129.19 | -11.34% | 1.23 | -69.06% | 8.16 | 97.43 | 0.000 | - | 21.52% | 15.73% | 139.92 | 0/15 | 30** 转股价不下修记录
| 锦纶 | 河南 | 102.30 | AAA | 增强 | 34.02% | 5.71 | 10.61 | 0/15 | 30 | 107.00 | 37.50% | 37.20% | 35.46% | 29-03-16 | 3.95年 | 29.997 | 7736.93 | 14279.43 | 2.17% | 1.76% | -1.69% | -2.18% | 增强 | 73.02% ↓ | 29.997 | 35.515 | 110.80 | - | ||||||||||
185 | | 123112 | 万讯转债 | 127.179 | -0.72% | -1.73% | -7.25% | -1.50% | -2.18% | -3.39% | -1.50% | 300112 | 万讯自控 | 8.66 | -1.59% | -4.84% | -12.35% | -3.88% | -10.44% | -2.88% | -3.88% | 20.56% | 1.972 | -3.69 | -7.56 | 2.18 | -227.90 | 2.12% | 2.31% | -1.00 | 10.53 | 16.67% | 30.86% | 4.02% | 20.58 | 25.28 | 11.27 | 2.67% | 0.25 | -73.52% | 8.28 | 104.59 | 0.000 | - | 21.60% | 9.85% | 148.78 | 0/15 | 30** 转股价不下修记录
| 仪器仪表 | 广东 | 115.78 | AA- | 增强 | 48.80% | 5.80 | 10.76 | 0/15 | 30 | 118.00 | 11.00% | 9.00% | 12.71% | 27-04-08 | 2.01年 | 2.265 | 1834.52 | 4523.96 | 6.36% | 2.19% | -1.97% | -3.80% | 增强 | 18.10% ↓ | 2.265 | 2.881 | 122.30 | - | ||||||||||
186 | | 113683 | 伟24转债 | 139.429 | 0.10% | 1.20% | 5.03% | 3.08% | -16.24% | 39.43% | 3.08% | 603568 | 伟明环保 | 20.65 | -3.14% | -2.82% | 8.63% | -4.53% | -10.84% | 11.75% | -4.53% | 83.88% | 4.961 | 1.43 | -2.45 | 2.78 | 14.12 | 20.04% | 1.21% | 3.15 | 5.53 | 33.62% | 46.68% | - | 350.72 | 352.01 | 60.25 | 34.66% | 20.48 | 23.09% | 18.03 | 114.53 | 0.000 | - | 21.74% | 36.80% | 161.17 | 0/15 | 30 转股价不下修记录
| 固废治理 | 浙江 | 101.92 | AA | 增强 | 31.34% | 12.62 | 23.44 | 0/15 | 30 | 110.00 | 0.80% | 0.80% | 7.60% | 30-03-28 | 4.99年 | 2.848 | 29756.23 | 16596.52 | 74.41% | 0.47% | -3.93% | -4.42% | 增强 | 70.83% ↓ | 2.848 | 3.971 | 114.50 | - | ||||||||||
187 | | 118048 | 利扬转债 | 132.231 | -1.44% | -0.73% | -10.60% | 3.07% | 1.66% | 32.23% | 3.07% | 688135 | 利扬芯片 | 17.52 | -2.18% | -4.42% | -21.08% | -12.71% | -12.49% | -4.90% | -12.71% | 41.18% | 5.105 | -4.16 | -10.23 | 3.02 | -227.53 | 1.98% | 0.57% | -1.00 | 15.53 | 52.43% | 56.24% | - | 35.25 | 35.25 | 5.03 | 11.19% | 0.22 | -32.16% | 16.13 | 108.62 | 0.000 | - | 21.74% | 48.96% | 153.97 | 0/15 | 30 转股价不下修记录
| 集成电路封测 | 广东 | 88.77 | A+ | 增强 | 60.97% | 11.29 | 20.97 | 不强赎 2025-06-09重新计 | 115.00 | 14.30% | 14.30% | - | 30-07-02 | 5.25年 | 5.055 | 4116.48 | 4966.14 | 6.14% | 1.40% | -1.88% | -2.51% | 增强 | 17.84% | 5.055 | 6.684 | 119.90 | - | ||||||||||
188 | | 123242 | 赛龙转债 | 127.101 | -1.01% | -0.98% | -0.74% | -10.74% | -11.33% | 27.10% | -10.74% | 301131 | 聚赛龙 | 38.43 | -2.04% | -0.95% | 1.51% | 11.39% | -0.05% | -1.95% | 11.39% | 85.43% | 5.060 | -1.52 | -2.42 | 2.13 | 69.75 | 4.70% | 0.96% | 58.23 | 27.14 | 47.37% | 55.99% | - | 11.84 | 18.37 | 14.77 | 13.34% | 0.37 | 7.70% | 36.81 | 104.40 | 0.000 | - | 21.74% | 42.12% | 148.84 | 0/15 | 30* 转股价不下修记录
| 改性塑料 | 广东 | 89.43 | A+ | 增强 | 54.74% | 25.77 | 47.85 | 0/15 | 30 | 115.00 | 21.10% | 13.60% | - | 30-07-08 | 5.27年 | 2.496 | 2667.68 | 4196.35 | 8.39% | 3.55% | -0.98% | -1.64% | 增强 | 55.86% | 2.496 | 3.172 | 120.80 | - | ||||||||||
189 | | 123240 | 楚天转债 | 118.565 | -0.28% | 1.27% | -1.90% | 4.93% | 3.10% | -1.71% | 4.93% | 300358 | 楚天科技 | 7.79 | 0.65% | 4.70% | -0.89% | 13.56% | -10.77% | -21.38% | 13.56% | 25.05% | 4.641 | 0.02 | 2.59 | 0.99 | -24.89 | 7.13% | 1.28% | -1.00 | 7.05 | 32.64% | 65.57% | - | 44.88 | 45.98 | 68.53 | 6.33% | 3.17 | -44.12% | 8.00** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 97.38 | 0.000 | - | 21.76% | 15.56% | 140.33 | 暂不 2025-04-23 重新计* 转股价不下修记录
| 医疗设备 | 湖南 | 102.60 | AA | 增强 | 42.98% | 5.60 | 10.40 | 0/15 | 30 | 110.00 | 22.30% | 21.70% | 41.82% | 30-01-30 | 4.83年 | 10.000 | 7691.31 | 25464.95 | 6.46% | 5.60% | -0.68% | -1.22% | 增强 | 63.03% ↑ | 10.000 | 11.857 | 114.80 | - | ||||||||||
190 | | 118013 | 道通转债 | 131.251 | -5.96% | -5.70% | -9.89% | 0.80% | 5.44% | 20.00% | 0.80% | 688208 | 道通科技 | 36.51 | -13.69% | -15.68% | -15.01% | -6.77% | -0.63% | 80.21% | -6.77% | 22.08% | 3.227 | -7.05 | -16.11 | 4.64 | 30.50 | 5.72% | 1.07% | 16.90 | 39.83 | 26.01% | 45.74% | - | 164.98 | 164.98 | 32.51 | 43.50% | 1.79 | 75.66% | 33.93 | 107.60 | 0.000 | - | 21.98% | 18.19% | 153.23 | 0/15 | 30** 转股价不下修记录
| 其他计算机设备 | 广东 | 111.05 | AA | 增强 | 53.34% | 23.75 | 44.11 | 至少还需8天10/15 | 30 | 115.00 | 7.80% | 7.80% | 46.52% | 28-07-08 | 3.27年 | 12.797 | 36043.84 | 137418.09 | 21.31% | 8.01% | -2.94% | -3.92% | 增强 | 29.21% ↓ | 12.797 | 16.796 | 119.30 | - | ||||||||||
191 | | 123234 | 中能转债 | 119.450 | -0.40% | -1.69% | -4.21% | -0.87% | -5.08% | 9.99% | -0.87% | 300062 | 中能电气 | 5.37 | 0.37% | -2.89% | -5.29% | -8.67% | -18.02% | 4.49% | -8.67% | 24.70% | 4.488 | -2.38 | -4.04 | 2.28 | 214.80 | 4.12% | 0.37% | 94.94 | 33.52 | 33.42% | 55.94% | - | 20.73 | 29.94 | 16.60 | 26.47% | 0.52 | 26.97% | 5.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 97.64 | 0.000 | - | 22.34% | 30.40% | 141.79 | 0/15 | 30**** 转股价不下修记录
| 输变电设备 | 福建 | 91.60 | A+ | 增强 | 50.90% | 3.85 | 7.15 | 0/15 | 30 | 115.00 | 19.30% | 13.40% | 38.45% | 29-12-11 | 4.69年 | 3.999 | 1473.64 | 3860.14 | 3.09% | 1.87% | 0.01% | -0.71% | 增强 | 56.62% ↑ | 3.999 | 4.777 | 119.50 | - | ||||||||||
192 下修无限制 | | 123189 | 晓鸣转债 | 117.000 | -0.17% | -0.69% | 9.06% | 13.59% | 22.78% | 17.35% | 13.59% | 300967 | 晓鸣股份 | 18.63 | 7.32% | 1.47% | 46.00% | 58.55% | 50.12% | 62.14% | 58.55% | 24.52% | 3.802 | 4.74 | 22.98 | 4.77 | -34.50 | -19.97% | 0.00% | -1.00 | 83.82 | 49.26% | 55.12% | - | 23.25 | 34.94 | 8.31 | 5.77% | -1.55 | -2213.47% | 19.54 | 95.34 | 0.000 | - | 22.71% | 33.99% | 139.71 | 暂不 2025-07-17 重新计***** 转股价不下修记录
| 肉鸡养殖 | 宁夏 | 87.32 | A | 增强 | 66.15% | 13.68 | 25.40 | 0/15 | 30 | 113.00 | 14.10% | 9.40% | 31.54% | 29-04-06 | 4.01年 | 3.289 | 191022.13 | 49414.48 | 471.03% | 21.55% | 0.41% | -0.41% | 增强 | 41.90% ↓ | 3.289 | 3.848 | 118.90 | 下修无限制 | ||||||||||
193 下修无限制,转债规模3.43亿。公司有足够的钱还得起钱,但是多次不强赎。之前价格高是因为业绩好。但公司可能还钱。可以等价格跌多点比如120左右介入 | | 123092 | 天壕转债 | 122.725 | 0.19% | -0.71% | -0.73% | -4.70% | -9.63% | -9.96% | -4.70% | 300332 | 天壕能源 | 4.98 | 1.01% | -1.78% | 3.97% | -13.99% | -26.66% | -24.48% | -13.99% | 24.14% | 1.724 | -1.41 | -1.17 | 1.03 | -292.94 | 5.85% | 1.12% | -1.00 | 7.39 | 26.68% | 48.96% | 9.13% | 41.32 | 43.08 | 45.22 | 17.70% | 2.40 | -34.38% | 4.98 | 100.00 | 0.000 | - | 22.72% | 13.92% | 145.45 | 0/15 | 30 转股价不下修记录
| 燃气 | 北京 | 107.73 | A+ | 增强 | 45.49% | 3.49 | 6.47 | 0/15 | 30 | 115.00 | 8.30% | 7.90% | 7.57% | 26-12-24 | 1.73年 | 3.423 | 1586.26 | 6504.18 | 3.79% | 1.58% | -2.57% | -4.27% | 增强 | 36.08% ↓ | 3.423 | 4.201 | 117.40 | 下修无限制,转债规模3.43亿。公司有足够的钱还得起钱,但是多次不强赎。之前价格高是因为业绩好。但公司可能还钱。可以等价格跌多点比如120左右介入 | ||||||||||
194 下修有限制 | | 123230 | 金钟转债 | 118.736 | -1.74% | -1.19% | -3.74% | 1.83% | 8.63% | -22.65% | 1.83% | 301133 | 金钟股份 | 23.68 | -2.91% | -0.88% | -1.62% | 7.73% | -9.20% | -2.29% | 7.73% | 27.32% | 4.369 | -2.52 | -2.20 | 2.30 | 27.13 | 10.22% | 0.63% | 25.35 | 23.94 | 29.91% | 43.78% | - | 22.81 | 25.25 | 9.26 | 27.00% | 0.91 | 73.70% | 24.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 96.65 | 0.000 | - | 22.85% | 40.48% | 141.59 | 0/15 | 30*** 转股价不下修记录
| 车身附件及饰件 | 广东 | 84.52 | A | 增强 | 55.14% | 17.15 | 31.85 | 0/15 | 30 | 115.00 | 15.30% | 13.90% | 33.08% | 29-11-09 | 4.61年 | 3.498 | 3145.70 | 4174.81 | 7.55% | 1.82% | 0.40% | -0.38% | 增强 | 66.15% ↓ | 3.498 | 4.153 | 120.90 | 下修有限制 | ||||||||||
195 下修无限制 | | 127078 | 优彩转债 | 117.783 | -0.15% | -1.02% | -0.22% | 4.25% | 4.23% | 1.62% | 4.25% | 002998 | 优彩资源 | 6.70 | -0.30% | -2.76% | 3.72% | 8.72% | 9.07% | 0.01% | 8.72% | 22.86% | 3.511 | -0.06 | 0.63 | 1.23 | 18.01 | 8.11% | 2.24% | 27.69 | 21.95 | 23.55% | 31.54% | - | 16.31 | 21.87 | 24.46 | 8.51% | 1.37 | 76.58% | 7.00 | 95.71 | 0.000 | - | 23.06% | 19.88% | 140.84 | 0/15 | 30* 转股价不下修记录
| 涤纶 | 江苏 | 98.25 | A+ | 增强 | 38.15% | 4.90 | 9.10 | 0/15 | 30 | 115.00 | 36.80% | 27.40% | 59.84% | 28-12-14 | 3.70年 | 5.999 | 1225.48 | 2397.50 | 1.74% | 1.47% | 0.63% | -0.33% | 增强 | 41.52% ↑ | 5.999 | 7.066 | 120.50 | 下修无限制 | ||||||||||
196 | | 123192 | 科思转债 | 122.830 | -0.62% | -1.25% | -2.12% | -2.00% | -15.58% | -20.98% | -2.00% | 300856 | 科思股份 | 24.59 | -0.93% | -3.34% | 1.24% | -4.02% | -33.50% | -33.89% | -4.02% | 29.59% | 3.872 | -1.31 | -1.75 | 3.08 | 12.51 | 32.15% | 3.04% | 4.45 | 10.38 | 18.76% | 29.70% | - | 80.19 | 83.55 | 24.00 | 35.99% | 7.34 | 89.02% | 24.64 | 99.80 | 0.000 | - | 23.08% | 17.35% | 145.91 | 0/15 | 30 转股价不下修记录
| 化妆品制造及其他 | 江苏 | 104.67 | AA- | 增强 | 48.71% | 17.25 | 32.03 | 0/15 | 30 | 115.00 | 9.00% | 8.60% | 37.56% | 29-04-13 | 4.03年 | 7.187 | 4399.25 | 7059.96 | 4.98% | 0.88% | -0.59% | -1.43% | 增强 | 73.82% ↓ | 7.187 | 8.828 | 120.00 | - | ||||||||||
197 | | 113052 | 兴业转债 | 117.201 | 0.26% | -0.69% | 0.01% | 3.85% | 6.97% | 12.28% | 3.85% | 601166 | 兴业银行 | 21.18 | -0.33% | -1.49% | 0.24% | 10.54% | 5.85% | 38.01% | 10.54% | 5.27% | 2.676 | -0.50 | -1.82 | 0.50 | 5.73 | 10.64% | 4.91% | 41.37 | 12.39 | 58.37% | 91.50% | 0.37% | 4400.00 | 4400.00 | 2108.31 | -5.19% | 771.16 | -15.61% | 22.25 | 95.19 | 0.000 | - | 23.12% | 9.57% | 140.32 | 0/15 | 30 转股价不下修记录
| 股份制银行 | 福建 | 106.96 | AAA | 增强 | 22.33% | - | 28.93 | 0/15 | 30 | 109.00 | 11.40% | 11.40% | 27.83% | 27-12-27 | 2.73年 | 499.950 | 27473.11 | 83860.00 | 0.47% | 0.19% | -1.41% | -2.25% | 增强 | 58.00% ↑ | 499.950 | 585.946 | 112.80 | - | ||||||||||
198 下修无限制 | | 123217 | 富仕转债 | 123.600 | -1.39% | -3.06% | -11.04% | 5.76% | 7.27% | 12.07% | 5.76% | 300852 | 四会富仕 | 29.77 | -4.03% | -8.99% | -20.99% | 13.54% | -2.01% | 28.34% | 13.54% | 24.19% | 4.236 | -4.46 | -12.29 | 2.64 | 34.86 | 15.16% | 0.71% | 72.71 | 23.37 | 23.38% | 38.74% | - | 40.75 | 42.41 | 13.15 | 7.85% | 2.04 | -9.39% | 29.68 | 100.30 | 0.000 | - | 23.23% | 25.37% | 146.83 | 0/15 | 30** 转股价不下修记录
| 印制电路板 | 广东 | 98.59 | AA- | 增强 | 57.25% | 20.78 | 38.58 | 0/15 | 30 | 110.00 | 14.00% | 13.40% | 48.88% | 29-08-08 | 4.35年 | 5.699 | 3779.86 | 6317.08 | 5.36% | 1.54% | -1.77% | -2.35% | 增强 | 41.56% ↓ | 5.699 | 7.044 | 114.50 | 下修无限制 | ||||||||||
199 | | 127019 | 国城转债 | 115.390 | -0.61% | -1.65% | -5.76% | 1.35% | 2.57% | 13.40% | 1.35% | 000688 | 国城矿业 | 11.78 | -1.34% | -3.44% | -9.45% | -0.93% | -10.62% | -1.21% | -0.93% | 26.69% | 1.281 | -3.25 | -6.66 | 4.43 | -147.25 | 2.16% | 0.15% | -1.00 | 49.57 | 45.14% | 62.99% | 69.67% | 132.57 | 132.57 | 11.96 | -22.70% | 0.63 | -66.17% | 12.58* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.64 | 0.000 | - | 23.23% | 6.89% | 138.62 | 0/15 | 30***** 转股价不下修记录
| 铅锌 | 重庆 | 107.95 | AA- | 增强 | 48.79% | 8.81 | 16.35 | 0/15 | 30 | 110.00 | 5.70% | 5.70% | 26.16% | 26-07-15 | 1.28年 | 7.518 | 2203.11 | 4184.15 | 2.54% | 0.32% | -2.47% | -4.09% | 增强 | 19.25% ↑ | 7.518 | 8.675 | 111.80 | - | ||||||||||
200 | | 113628 | 晨丰转债 | 116.867 | -0.88% | -0.93% | -3.13% | 3.78% | 1.53% | -5.72% | 3.78% | 603685 | 晨丰科技 | 12.11 | -1.14% | -3.89% | -4.80% | 2.98% | -4.12% | -16.65% | 2.98% | 22.62% | 2.274 | -1.58 | -3.71 | 1.77 | 104.40 | 7.37% | 1.24% | 94.61 | 32.88 | 59.30% | 66.59% | 23.82% | 20.47 | 20.47 | 12.43 | 6.94% | 0.84 | 307.32% | 12.78 | 94.76 | 0.000 | - | 23.33% | 16.07% | 140.20 | 0/15 | 30**** 转股价不下修记录
| LED | 浙江 | 100.69 | A | 增强 | 45.36% | 8.95 | 16.61 | 0/30 | 30 | 115.00 | 20.30% | 20.30% | 28.88% | 27-08-23 | 2.39年 | 4.149 | 2482.34 | 2660.99 | 5.12% | 1.31% | 0.96% | -0.46% | 增强 | 35.54% ↓ | 4.149 | 4.849 | 119.50 | - | ||||||||||
201 | | 118003 | 华兴转债 | 134.898 | -0.06% | -0.50% | -2.96% | 8.68% | 0.13% | 7.29% | 8.68% | 688001 | 华兴源创 | 28.49 | -3.49% | -9.98% | -2.26% | 5.13% | -19.75% | 8.48% | 5.13% | 28.61% | 2.746 | -1.25 | -9.09 | 3.35 | -203.50 | 6.21% | 0.59% | -1.00 | 26.02 | 19.74% | 31.38% | - | 126.89 | 126.89 | 18.61 | -19.78% | 2.40 | -27.60% | 26.19** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 108.78 | 0.000 | - | 24.01% | 26.00% | 158.91 | 0/15 | 30* 转股价不下修记录
| 仪器仪表 | 江苏 | 107.06 | AA | 增强 | 60.97% | 18.33 | 34.05 | 至少还需11天4/15 | 30 | 110.00 | 5.60% | 5.60% | 36.22% | 27-11-29 | 2.66年 | 7.109 | 3861.40 | 9110.02 | 4.05% | 0.71% | -6.45% | -7.27% | 增强 | 45.08% ↑ | 7.109 | 9.590 | 113.30 | - | ||||||||||
202 发行规模16亿,之前很多次都不强赎,公司净利润下降非常严重,大量的应收账款,24年3季度净利润4.43亿,但是以前每年净利润很高,并且经营净现金流很强,到期还钱的可能性很高 | | 128095 | 恩捷转债 | 120.152 | -0.54% | -1.28% | -5.17% | 7.59% | 8.76% | 5.77% | 7.59% | 002812 | 恩捷股份 | 31.00 | -0.61% | -2.55% | -7.38% | -3.09% | -17.62% | -27.89% | -3.09% | 12.78% | 0.879 | -2.98 | -4.64 | 1.17 | 36.47 | 13.31% | 0.58% | 29.72 | 4.06 | 34.71% | 42.78% | 20.58% | 253.27 | 300.55 | 120.42 | -4.36% | 25.27 | -36.84% | 32.01* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 96.85 | 0.000 | - | 24.07% | 11.15% | 144.22 | 0/15 | 30** 转股价不下修记录
| 电池化学品 | 云南 | 108.10 | AA | 增强 | 47.18% | 22.41 | 41.61 | 0/15 | 30 | 110.00 | 1.80% | 1.50% | 2.88% | 26-02-11 | 0.86年 | 4.529 | 1225.04 | 16573.63 | 2.25% | 0.65% | -9.82% | -11.76% | 增强 | 42.95% ↑ | 4.529 | 5.442 | 110.00 | 发行规模16亿,之前很多次都不强赎,公司净利润下降非常严重,大量的应收账款,24年3季度净利润4.43亿,但是以前每年净利润很高,并且经营净现金流很强,到期还钱的可能性很高 | ||||||||||
203 | | 127040 | 国泰转债 | 119.294 | -1.15% | -1.00% | -2.62% | 3.53% | 3.24% | 9.25% | 3.53% | 002091 | 江苏国泰 | 7.79 | -0.26% | 0.78% | 0.91% | 6.42% | -0.92% | 16.63% | 6.42% | 13.30% | 2.250 | -1.12 | 0.13 | 0.81 | 10.20 | 10.87% | 3.85% | 19.95 | 5.53 | 27.69% | 50.15% | 6.86% | 124.28 | 126.79 | 371.17 | -13.22% | 16.04 | -6.95% | 8.12 | 95.94 | 0.000 | - | 24.35% | 12.09% | 143.64 | 0/15 | 30 转股价不下修记录
| 贸易 | 江苏 | 106.43 | AA+ | 增强 | 27.61% | 5.68 | 10.56 | 0/15 | 30 | 108.00 | 32.10% | 31.40% | 20.26% | 27-07-07 | 2.26年 | 39.870 | 6096.06 | 10577.01 | 1.28% | 0.85% | -3.08% | -3.96% | 增强 | 54.38% ↑ | 39.870 | 47.563 | 111.30 | - | ||||||||||
204 | | 110084 | 贵燃转债 | 116.457 | 停牌 | -0.27% | -0.89% | -4.93% | -1.76% | -1.00% | -4.93% | 600903 | 贵州燃气 | 6.68 | 0.00% | 0.45% | 2.93% | -5.37% | 1.67% | -7.80% | -14.23% | 15.48% | 2.669 | -0.32 | 0.95 | 2.37 | 185.56 | 2.57% | 0.54% | 93.48 | 6.47 | 54.82% | 61.18% | 19.30% | 76.82 | 76.82 | 60.98 | -1.06% | 0.78 | 206.33% | 7.14* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.56 | 0.000 | - | 24.48% | 9.00% | 140.94 | 0/10 | 20 转股价不下修记录
| 燃气 | 贵州 | 106.84 | AA | 增强 | 36.93% | 5.00 | 9.28 | 0/15 | 30 | 110.00 | 11.90% | 11.90% | 28.28% | 27-12-27 | 2.73年 | 9.151 | 0.00 | 0.00 | 0.00% | 0.00% | -1.02% | -1.88% | 增强 | 31.39% ↑ | 9.151 | 10.657 | 113.30 | - | ||||||||||
205 | | 123119 | 康泰转2 | 122.903 | -0.32% | -0.28% | -1.22% | 5.68% | 1.39% | 1.19% | 5.68% | 300601 | 康泰生物 | 15.59 | 0.39% | -0.32% | -0.57% | -9.10% | -32.22% | -32.83% | -9.10% | 14.98% | 2.266 | -0.66 | -0.73 | 1.79 | 40.81 | 9.26% | 1.16% | 17.88 | 4.22 | 17.90% | 33.11% | 4.98% | 138.10 | 174.13 | 34.77 | 10.14% | 8.61 | 749.02% | 15.82***** 转股价下修5次,成功下修5次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 98.55 | 0.000 | - | 24.72% | 11.76% | 147.62 | 0/15 | 30*** 转股价不下修记录
| 疫苗 | 广东 | 109.97 | AA | 增强 | 48.34% | 11.07 | 20.57 | 0/15 | 30 | 112.00 | 14.50% | 11.50% | 38.00% | 27-07-15 | 2.28年 | 19.990 | 4044.58 | 20752.09 | 1.64% | 1.50% | -2.81% | -3.96% | 增强 | 30.18% ↓ | 19.990 | 24.568 | 115.30 | - | ||||||||||
206 | | 113688 | 国检转债 | 131.234 | 0.03% | -1.39% | -2.29% | -0.68% | 31.23% | 31.23% | -0.68% | 603060 | 国检集团 | 6.97 | -0.14% | -2.24% | -1.55% | -4.65% | -3.33% | -9.53% | -4.65% | 39.20% | 5.407 | -1.85 | -2.67 | 2.98 | 25.25 | 13.93% | 1.61% | 11.05 | 5.51 | 37.54% | 51.37% | - | 56.03 | 56.03 | 26.60 | 9.59% | 2.57 | 1.11% | 6.63 | 105.13 | 0.000 | 17天 | 24.83% | 27.14% | 156.06 | 0/15 | 30 转股价不下修记录
| 检测服务 | 北京 | 103.22 | AA+ | 增强 | 43.26% | 4.64 | 8.62 | 0/15 | 30 | 112.00 | 14.30% | 14.30% | 0.03% | 30-10-16 | 5.54年 | 8.000 | 711.54 | 1603.98 | 0.68% | 0.29% | -2.16% | -2.66% | 增强 | 66.05% | 2.903 | 3.810 | 116.50 | - | ||||||||||
207 1:PB大于1了, 公司就可能会下修, 重点关注PB是否大于1
2: 大股东持有比例67%非常高,下修不会稀释大股东较多权益。
3:公司资金情况
货币资金14.77亿 除了债券6个亿,基本无负债
4:公司净利润情况
现金流非常好,每年的净利润也非常不错,但是近年来在不断下降
剩余时间为 0.67年 到期时间为25-08-01
到期价格110 建议109及以下才买入,不建议重仓,有可能到期还钱 | | 113542 | 好客转债 | 113.850 | -0.70% | 0.00% | -3.09% | 3.95% | 6.15% | 5.52% | 3.95% | 603898 | 好莱客 | 10.02 | -0.99% | 1.21% | -4.57% | 6.60% | 13.35% | 10.20% | 6.60% | 7.65% | 0.231 | -2.23 | -1.63 | 0.99 | 34.32 | 7.12% | 2.10% | 70.57 | 11.22 | 16.83% | 28.22% | - | 31.19 | 31.19 | 22.65 | -19.78% | 2.17 | -49.60% | 11.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.09 | 0.000 | - | 24.99% | 4.18% | 138.84 | 0/15 | 30***** 转股价不下修记录
| 定制家居 | 广东 | 109.28 | AA | 增强 | 41.58% | 7.70 | 14.30 | 0/15 | 30 | 110.00 | 19.30% | 19.30% | 21.16% | 25-08-01 | 0.33年 | 6.026 | 2490.26 | 1443.34 | 3.63% | 0.46% | -10.37% | -15.76% | 增强 | 28.27% ↑ | 6.026 | 6.861 | 110.00 | 1:PB大于1了, 公司就可能会下修, 重点关注PB是否大于1
2: 大股东持有比例67%非常高,下修不会稀释大股东较多权益。
3:公司资金情况
货币资金14.77亿 除了债券6个亿,基本无负债
4:公司净利润情况
现金流非常好,每年的净利润也非常不错,但是近年来在不断下降
剩余时间为 0.67年 到期时间为25-08-01
到期价格110 建议109及以下才买入,不建议重仓,有可能到期还钱 | ||||||||||
208 | | 127086 | 恒邦转债 | 121.161 | -0.52% | -0.03% | -1.04% | 2.97% | 1.90% | 1.56% | 2.97% | 002237 | 恒邦股份 | 10.96 | -0.45% | 0.37% | 5.08% | 8.51% | -4.45% | 1.30% | 8.51% | 16.80% | 4.092 | -1.28 | -1.21 | 1.28 | 21.75 | 5.88% | 1.23% | 15.53 | 2.63 | 55.18% | 60.63% | 3.02% | 99.79 | 125.83 | 655.77 | 31.03% | 5.16 | 3.33% | 11.33 | 96.73 | 0.000 | - | 25.25% | 17.92% | 146.41 | 0/15 | 30 转股价不下修记录
| 黄金 | 山东 | 102.75 | AA+ | 增强 | 33.68% | 7.93 | 14.73 | 0/15 | 30 | 108.00 | 31.70% | 25.10% | 35.51% | 29-06-12 | 4.20年 | 31.593 | 8151.33 | 32331.57 | 2.12% | 3.21% | -1.83% | -2.35% | 增强 | 42.51% ↓ | 31.593 | 38.278 | 112.30 | - | ||||||||||
209 下修无限制,非常好。等跌入120可观察。这笔钱对公司很重要,公司肯定不愿意还钱。
【目标价: 120;重仓价: 118.5】【盈利策略:活跃题材和强赎】 | | 123076 | 强力转债 | 122.144 | -2.11% | -1.86% | -4.98% | 1.70% | -2.82% | 9.55% | 1.70% | 300429 | 强力新材 | 12.38 | -4.03% | -5.35% | -7.06% | 3.25% | -18.98% | -1.12% | 3.25% | 24.83% | 1.650 | -1.37 | -2.27 | 3.71 | -78.35 | -2.42% | 0.00% | -1.00 | 38.64 | 44.16% | 50.20% | - | 49.35 | 66.39 | 7.97 | -10.54% | -0.46 | 50.48% | 12.70* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 97.48 | 0.000 | - | 25.30% | 11.08% | 147.44 | 0/15 | 30***** 转股价不下修记录
| 电子化学品 | 江苏 | 109.96 | AA- | 增强 | 68.14% | 8.89 | 16.51 | 0/15 | 30 | 113.00 | 11.80% | 8.80% | 16.36% | 26-11-19 | 1.63年 | 5.826 | 7615.05 | 32234.69 | 10.65% | 6.41% | -3.67% | -5.23% | 增强 | 30.13% ↑ | 5.826 | 7.116 | 115.00 | 下修无限制,非常好。等跌入120可观察。这笔钱对公司很重要,公司肯定不愿意还钱。
【目标价: 120;重仓价: 118.5】【盈利策略:活跃题材和强赎】 | ||||||||||
210 | | 113070 | 渝水转债 | 124.108 | 0.40% | 0.60% | -0.25% | 24.11% | 24.11% | 24.11% | 24.11% | 601158 | 重庆水务 | 4.93 | 1.02% | 1.44% | 4.89% | 0.61% | -3.14% | -8.70% | 0.61% | 47.10% | 5.622 | 0.23 | 1.34 | 1.38 | 38.22 | 6.16% | 3.43% | 89.25 | 2.99 | 37.66% | 49.06% | - | 236.64 | 236.64 | 72.54 | -6.74% | 10.89 | -43.00% | 4.98 | 99.00 | 0.000 | 100天 | 25.37% | 25.65% | 149.48 | 0/15 | 30 转股价不下修记录
| 水务及水治理 | 重庆 | 98.77 | AAA | 增强 | 24.08% | 3.49 | 6.47 | 0/15 | 30 | 108.00 | 8.00% | 8.00% | - | 31-01-08 | 5.77年 | 19.000 | 3028.12 | 5325.31 | 1.29% | 0.23% | -1.86% | -2.21% | 增强 | 44.26% | 11.104 | 13.781 | 111.50 | - | ||||||||||
211 | | 123173 | 恒锋转债 | 124.180 | -0.09% | -1.13% | -6.70% | 4.00% | 0.93% | 2.12% | 4.00% | 300605 | 恒锋信息 | 13.61 | -1.02% | -3.34% | -16.71% | 16.23% | -10.99% | 14.36% | 16.23% | 25.58% | 3.613 | -5.59 | -15.48 | 4.06 | -73.17 | 2.94% | 0.29% | -1.00 | 40.47 | 44.50% | 58.81% | 6.08% | 16.19 | 22.40 | 4.84 | -5.99% | 0.17 | -57.05% | 13.77 | 98.84 | 0.000 | - | 25.64% | 37.53% | 149.82 | 0/15 | 30* 转股价不下修记录
| 垂直应用软件 | 福建 | 90.29 | A | 增强 | 69.74% | 9.64 | 17.90 | 至少还需10天5/15 | 30 | 115.00 | 14.90% | 10.80% | 19.58% | 28-12-30 | 3.75年 | 2.409 | 6553.55 | 5690.06 | 21.91% | 3.50% | -0.86% | -1.78% | 增强 | 29.65% ↑ | 2.409 | 2.991 | 120.30 | - | ||||||||||
212 下修无限制
剩余时间4.61年 比较长,加上公司是园林行业,这行业不太好挣钱。
目前负债率46.8% 适中。剩余规模4亿不错,转债占比26%高了一点。
不可重仓,安全性没那么好 | | 123207 | 冠中转债 | 113.999 | -0.41% | -0.51% | -2.77% | 3.63% | -3.22% | -2.32% | 3.63% | 300948 | 冠中生态 | 9.47 | -0.42% | -0.94% | -6.70% | 0.64% | -21.93% | -15.95% | 0.64% | 31.95% | 4.041 | -1.57 | -4.21 | 1.52 | -59.19 | 4.00% | 0.63% | -1.00 | 13.31 | 29.76% | 46.75% | - | 12.39 | 13.26 | 3.77 | -16.84% | 0.34 | -39.23% | 10.44* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.71 | 0.000 | - | 25.68% | 31.82% | 139.68 | 0/15 | 30* 转股价不下修记录
| 园林工程 | 山东 | 86.48 | A | 增强 | 50.21% | 7.31 | 13.57 | 0/15 | 30 | 115.00 | 32.30% | 30.10% | 24.37% | 29-07-21 | 4.30年 | 3.998 | 679.50 | 2536.46 | 1.49% | 2.05% | 1.37% | 0.53% | 增强 | 37.23% ↓ | 3.998 | 4.558 | 120.70 | 下修无限制
剩余时间4.61年 比较长,加上公司是园林行业,这行业不太好挣钱。
目前负债率46.8% 适中。剩余规模4亿不错,转债占比26%高了一点。
不可重仓,安全性没那么好 | ||||||||||
213 | | 118038 | 金宏转债 | 120.642 | -0.91% | -1.50% | -3.39% | 1.82% | 2.97% | 5.45% | 1.82% | 688106 | 金宏气体 | 18.30 | -1.72% | -3.68% | -1.98% | 7.58% | -18.52% | -6.74% | 7.58% | 16.93% | 4.106 | -1.72 | -1.73 | 2.88 | 56.66 | 10.48% | 1.91% | 60.99 | 18.16 | 39.68% | 50.50% | - | 88.20 | 88.20 | 24.27 | 23.40% | 3.15 | 37.48% | 19.07* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 95.96 | 0.000 | - | 25.72% | 16.64% | 146.36 | 0/15 | 30***** 转股价不下修记录
| 电子化学品 | 江苏 | 103.43 | AA- | 增强 | 39.11% | 13.35 | 24.79 | 0/15 | 30 | 115.00 | 11.50% | 11.50% | 50.87% | 29-07-17 | 4.29年 | 10.159 | 3462.98 | 7951.53 | 2.83% | 0.91% | -0.17% | -0.96% | 增强 | 48.06% ↓ | 10.159 | 12.256 | 119.80 | - | ||||||||||
214 | | 118051 | 皓元转债 | 129.121 | -2.66% | -0.53% | -5.81% | 7.41% | 29.12% | 29.12% | 7.41% | 688131 | 皓元医药 | 41.59 | -5.07% | -1.52% | -6.14% | 16.50% | 3.47% | 43.43% | 16.50% | 38.62% | 5.493 | -1.80 | -0.80 | 3.05 | 49.05 | 5.22% | 0.26% | 8.86 | 30.22 | 36.16% | 47.24% | - | 85.80 | 87.74 | 18.80 | 38.44% | 1.27 | -34.18% | 40.73 | 102.11 | 0.000 | 59天 | 26.45% | 35.57% | 155.57 | 0/15 | 30 转股价不下修记录
| 医疗研发外包 | 上海 | 95.24 | AA- | 增强 | 64.39% | 28.51 | 52.95 | 0/15 | 30 | 113.00 | 9.60% | 9.40% | 5.45% | 30-11-27 | 5.66年 | 8.223 | 7903.59 | 21165.06 | 7.43% | 2.45% | -1.72% | -2.24% | 增强 | 50.62% | 5.029 | 6.493 | 117.20 | - | ||||||||||
215 | | 123176 | 精测转2 | 132.789 | -0.46% | 0.98% | -0.75% | 4.15% | -3.78% | -3.19% | 4.15% | 300567 | 精测电子 | 67.74 | -1.60% | 1.38% | 0.00% | 5.35% | -12.23% | -7.15% | 5.35% | 26.30% | 3.899 | 0.69 | 0.22 | 5.29 | 165.22 | 4.27% | 0.29% | 88.34 | 27.66 | 45.67% | 56.49% | 11.80% | 136.96 | 189.50 | 24.29 | -11.03% | 1.50 | -44.79% | 64.71 | 104.68 | 0.000 | - | 26.85% | 30.84% | 159.64 | 0/15 | 30 转股价不下修记录
| 仪器仪表 | 湖北 | 101.49 | AA- | 增强 | 60.44% | 45.30 | 84.12 | 0/15 | 30 | 112.00 | 9.30% | 6.70% | 52.69% | 29-03-02 | 3.92年 | 12.755 | 5380.65 | 52722.69 | 3.18% | 3.84% | -3.47% | -4.15% | 增强 | 61.08% ↓ | 12.755 | 16.937 | 115.90 | - | ||||||||||
216 下修无限制,多次下修了,最后一次下修到底了 | | 123185 | 能辉转债 | 116.708 | -0.56% | -0.90% | -3.95% | 2.30% | 7.71% | 9.58% | 2.30% | 301046 | 能辉科技 | 20.65 | -1.20% | -1.85% | -3.73% | 2.94% | -15.82% | -6.96% | 2.94% | 21.66% | 3.808 | -2.11 | -3.42 | 3.72 | 43.20 | 7.20% | 1.43% | 8.88 | 17.17 | 36.42% | 56.28% | 0.39% | 23.37 | 31.45 | 5.91 | 54.79% | 0.58 | 122.60% | 22.45*** 转股价下修3次,成功下修3次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.98 | 0.000 | - | 26.88% | 25.09% | 143.59 | 0/15 | 30***** 转股价不下修记录
| 其他专业工程 | 上海 | 93.30 | A+ | 增强 | 47.99% | 15.72 | 29.19 | 0/15 | 30 | 110.00 | 14.90% | 11.10% | 33.14% | 29-03-31 | 4.00年 | 3.479 | 1831.84 | 2454.84 | 4.51% | 1.05% | -0.05% | -0.78% | 增强 | 36.96% ↑ | 3.479 | 4.060 | 116.50 | 下修无限制,多次下修了,最后一次下修到底了 | ||||||||||
217 | | 127054 | 双箭转债 | 117.994 | -0.76% | -1.69% | -4.23% | 0.42% | -4.84% | -6.26% | 0.42% | 002381 | 双箭股份 | 6.75 | -3.02% | -5.33% | -4.80% | 1.35% | -10.00% | -14.06% | 1.35% | 18.90% | 2.785 | -2.18 | -4.27 | 1.28 | 19.29 | 11.91% | 3.70% | 35.30 | 4.16 | 22.01% | 42.43% | - | 21.74 | 27.78 | 25.93 | 11.03% | 2.42 | 112.60% | 7.26 | 92.98 | 0.000 | - | 26.91% | 8.86% | 144.90 | 0/15 | 30*** 转股价不下修记录
| 其他橡胶制品 | 浙江 | 108.39 | AA | 增强 | 31.48% | 5.08 | 9.44 | 0/15 | 30 | 112.00 | 23.60% | 18.50% | 46.48% | 28-02-11 | 2.86年 | 5.136 | 2149.73 | 7418.94 | 3.56% | 3.41% | -0.82% | -1.76% | 增强 | 49.56% ↑ | 5.136 | 6.060 | 115.30 | - | ||||||||||
218 垃圾不能买 | | 127033 | 中装转2 | 83.792 | -0.21% | 3.32% | 14.32% | 4.61% | 53.32% | 9.02% | 4.61% | 002822 | ST中装 | 3.39 | 0.59% | -4.51% | 1.80% | -16.50% | 79.37% | 18.53% | -16.50% | 87.42% | 1.663 | 4.41 | -4.02 | 1.23 | -1.82 | -0.22% | 0.00% | -1.00 | 39.70 | 56.38% | 70.82% | 9.10% | 19.07 | 24.91 | 38.57 | -25.99% | -7.02 | -6381.09% | 5.14* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 65.95 | 0.000 | - | 27.05% | 29.97% | 110.84 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 装修装饰 | 广东 | 64.47 | B+ | 增强 | 56.99% | 3.60 | 6.68 | 0/15 | 30 | 112.00 | 55.10% | 42.20% | - | 27-04-16 | 2.04年 | 10.509 | 27014.45 | 1465.11 | 30.45% | 0.77% | 17.44% | 15.78% | 增强 | 9.80% ↓ | 10.509 | 8.806 | 115.30 | 垃圾不能买 | ||||||||||
219 下修有限制 | | 113601 | 塞力转债 | 112.862 | -0.81% | 0.77% | 0.81% | 14.01% | 26.92% | 14.78% | 14.01% | 603716 | 塞力医疗 | 10.65 | -6.25% | -5.92% | 3.90% | 47.51% | 39.95% | 1.24% | 47.51% | 30.05% | 1.304 | -2.42 | -10.53 | 1.90 | -11.59 | -12.84% | 0.00% | -1.00 | 46.44 | 49.07% | 63.47% | 13.06% | 20.34 | 20.34 | 20.06 | -13.10% | -1.59 | -3.15% | 12.00*** 转股价下修3次,成功下修3次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 88.75 | 0.000 | - | 27.17% | 30.12% | 140.03 | 至少还需15天7/15 | 30***** 转股价不下修记录
| 医药流通 | 湖北 | 86.74 | BBB- | 增强 | 74.02% | 8.40 | 15.60 | 0/15 | 30 | 115.00 | 20.50% | 20.50% | 11.56% | 26-08-21 | 1.38年 | 4.177 | 6201.19 | 25817.03 | 13.08% | 12.47% | 3.01% | 0.74% | 增强 | 26.57% ↓ | 4.177 | 4.714 | 117.50 | 下修有限制 | ||||||||||
220 | | 113641 | 华友转债 | 121.027 | -0.20% | -0.99% | -4.80% | 6.22% | 12.07% | 16.39% | 6.22% | 603799 | 华友钴业 | 33.23 | -2.12% | -5.38% | -7.64% | 13.57% | 2.37% | 20.75% | 13.57% | 19.31% | 2.879 | -2.76 | -8.14 | 1.58 | 16.59 | 11.14% | 3.00% | 35.98 | 11.19 | 55.51% | 64.08% | 15.45% | 560.38 | 565.42 | 663.04 | 5.19% | 33.51 | -14.25% | 34.92** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 95.16 | 0.000 | - | 27.18% | 15.27% | 148.21 | 0/15 | 30**** 转股价不下修记录
| 钴 | 浙江 | 104.99 | AA+ | 增强 | 44.60% | 24.44 | 45.40 | 0/15 | 30 | 108.00 | 13.60% | 13.40% | 39.58% | 28-02-24 | 2.90年 | 75.977 | 19918.42 | 80725.58 | 2.17% | 1.43% | -2.90% | -3.58% | 增强 | 24.95% ↓ | 75.977 | 91.953 | 111.30 | - | ||||||||||
221 | | 118053 | N正帆转 | 127.403 | 27.40% | - | - | - | - | - | - | 688596 | 正帆科技 | 38.91 | -3.28% | 0.65% | -3.43% | 9.45% | -1.99% | 2.12% | 9.45% | 111.86% | 5.774 | - | 0.06 | 3.42 | 25.33 | 14.88% | 0.72% | 14.85 | 48.84 | 27.26% | 62.57% | 1.03% | 113.65 | 113.65 | 38.35 | 41.78% | 4.01 | 55.10% | 38.85 | 100.15 | 0.000 | 171天 | 27.21% | 27.75% | 154.61 | 0/15 | 30 转股价不下修记录
| 其他专用设备 | 上海 | 99.73 | AA | 增强 | 51.84% | 27.20 | 50.51 | 0/15 | 30 | 112.00 | 9.20% | 9.20% | - | 31-03-17 | 5.96年 | 10.410 | 136677.02 | 23447.08 | 103.07% | 2.04% | -1.58% | -2.04% | 增强 | 36.32% | 7.455 | 9.498 | 116.00 | - | ||||||||||
222 下修有限制 | | 111015 | 东亚转债 | 114.873 | -0.83% | 0.62% | -3.10% | 0.44% | -1.13% | -0.73% | 0.44% | 605177 | 东亚药业 | 18.30 | -2.09% | -0.81% | -5.96% | -7.11% | -12.73% | -13.61% | -7.11% | 22.88% | 4.034 | -1.82 | -6.15 | 1.04 | 30.96 | 6.30% | 1.79% | 40.80 | 5.89 | 27.07% | 42.57% | - | 20.60 | 21.00 | 13.56 | 15.00% | 1.21 | 16.11% | 20.28* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.24 | 0.000 | - | 27.30% | 11.07% | 142.17 | 0/15 | 30** 转股价不下修记录
| 原料药 | 浙江 | 103.42 | AA- | 增强 | 39.85% | 14.20 | 26.36 | 0/15 | 30 | 115.00 | 32.30% | 31.70% | 53.34% | 29-07-06 | 4.26年 | 6.662 | 3034.71 | 10637.84 | 3.96% | 5.14% | 0.99% | 0.18% | 增强 | 40.34% ↓ | 6.662 | 7.653 | 119.70 | 下修有限制 | ||||||||||
223 | | 110067 | 华安转债 | 121.118 | -0.24% | -0.72% | -5.18% | -4.63% | -6.26% | 8.57% | -4.63% | 600909 | 华安证券 | 5.63 | 0.36% | -2.09% | -2.43% | -7.10% | -14.31% | 21.81% | -7.10% | 16.62% | 1.005 | -1.86 | -1.21 | 1.17 | 17.82 | 6.20% | 1.78% | 19.39 | 26.98 | 55.19% | 78.14% | - | 263.39 | 263.39 | 36.52 | 15.60% | 12.74 | 7.78% | 5.92* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 95.10 | 0.000 | - | 27.36% | 15.24% | 148.48 | 0/15 | 30***** 转股价不下修记录
| 证券 | 安徽 | 105.10 | AAA | 增强 | 34.80% | - | 7.70 | 0/15 | 30 | 107.00 | 10.60% | 10.60% | 37.06% | 26-03-12 | 0.94年 | 27.992 | 5348.47 | 13167.87 | 1.57% | 0.50% | -12.44% | -13.67% | 增强 | 45.20% ↑ | 27.992 | 33.903 | 107.00 | - | ||||||||||
224 | | 113654 | 永02转债 | 124.600 | -1.73% | -2.84% | -6.53% | 12.17% | 15.30% | 13.26% | 12.17% | 603901 | 永创智能 | 9.48 | -4.82% | -11.48% | -7.42% | 28.63% | 24.25% | -4.09% | 28.63% | 24.99% | 3.259 | -3.35 | -8.15 | 1.80 | 133.52 | 2.79% | 0.84% | 95.66 | 9.48 | 42.71% | 66.13% | - | 45.87 | 46.24 | 31.46 | 14.44% | 0.71 | -74.03% | 9.70* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 97.73 | 0.000 | - | 27.49% | 18.01% | 152.09 | 0/10 | 30** 转股价不下修记录
| 印刷包装机械 | 浙江 | 105.58 | AA- | 增强 | 55.61% | 6.79 | 12.61 | 0/15 | 30 | 113.00 | 13.30% | 13.20% | 49.64% | 28-08-04 | 3.34年 | 6.104 | 4958.37 | 18006.57 | 6.50% | 3.86% | -1.78% | -2.67% | 增强 | 41.04% ↑ | 6.104 | 7.606 | 117.50 | - | ||||||||||
225 | | 123251 | 华医转债 | 117.501 | 0.85% | 2.13% | 0.82% | 17.50% | 17.50% | 17.50% | 17.50% | 301235 | 华康洁净 | 20.71 | 0.39% | 2.73% | 2.32% | 2.47% | -1.33% | -12.34% | 2.47% | 22.63% | 5.440 | 1.02 | 1.34 | 1.23 | 43.42 | 6.31% | 0.48% | 72.86 | 31.01 | 25.13% | 44.17% | 14.20% | 10.55 | 21.87 | 16.02 | 34.71% | 1.07 | 4.72% | 22.48 | 92.13 | 0.000 | 82天 | 27.54% | 37.38% | 145.04 | 0/15 | 30 转股价不下修记录
| 医疗设备 | 湖北 | 85.53 | A+ | 增强 | 38.98% | 15.74 | 29.22 | 0/15 | 30 | 115.00 | 71.10% | 34.30% | 0.47% | 30-12-23 | 5.73年 | 7.500 | 2748.94 | 3660.04 | 3.14% | 3.46% | 0.36% | -0.24% | 增强 | 47.83% | 4.139 | 4.863 | 119.90 | - | ||||||||||
226 | | 123149 | 通裕转债 | 118.800 | -0.17% | -1.83% | -1.69% | 0.87% | 8.89% | 4.77% | 0.87% | 300185 | 通裕重工 | 2.53 | 0.00% | -5.24% | 0.80% | -1.56% | -8.99% | 7.87% | -1.56% | 20.60% | 3.102 | -1.27 | -3.07 | 1.42 | -843.33 | 2.94% | 0.99% | -1.00 | 42.98 | 46.20% | 55.50% | 2.15% | 92.27 | 98.59 | 58.09 | -1.76% | 2.04 | -17.01% | 2.72 | 93.02 | 0.000 | - | 27.72% | 9.61% | 146.52 | 0/15 | 30** 转股价不下修记录
| 风电零部件 | 山东 | 108.38 | AA | 增强 | 50.63% | 1.90 | 3.54 | 0/15 | 30 | 112.00 | 16.10% | 15.10% | 32.28% | 28-06-20 | 3.22年 | 14.842 | 2304.11 | 16521.23 | 1.31% | 1.79% | -0.67% | -1.56% | 增强 | 44.20% ↑ | 14.842 | 17.632 | 116.30 | - | ||||||||||
227 | | 123157 | 科蓝转债 | 125.850 | -1.29% | -3.21% | -13.75% | -3.30% | -16.77% | 9.01% | -3.30% | 300663 | 科蓝软件 | 15.74 | -0.25% | -4.78% | -20.51% | -9.33% | -24.11% | 24.03% | -9.33% | 49.59% | 3.324 | -6.20 | -9.38 | 6.75 | -58.73 | -10.82% | 0.00% | -1.00 | 50.08 | 54.71% | 62.03% | 11.63% | 69.51 | 75.31 | 11.69 | -0.58% | -1.23 | -662.03% | 16.01 | 98.31 | 0.000 | - | 28.01% | 26.70% | 153.86 | 0/15 | 30** 转股价不下修记录
| 垂直应用软件 | 北京 | 99.33 | A+ | 增强 | 72.41% | 11.21 | 20.81 | 0/15 | 30 | 115.00 | 3.40% | 3.10% | 9.52% | 28-08-30 | 3.41年 | 2.342 | 5383.04 | 12980.01 | 18.12% | 1.86% | -1.51% | -2.48% | 增强 | 45.38% ↑ | 2.342 | 2.947 | 119.60 | - | ||||||||||
228 | | 123215 | 铭利转债 | 121.652 | -1.15% | -1.46% | -0.49% | 6.80% | 23.20% | 8.14% | 6.80% | 301268 | 铭利达 | 18.24 | -2.36% | -5.93% | 0.83% | 10.01% | -13.31% | -25.83% | 10.01% | 20.61% | 4.130 | -3.72 | -10.22 | 3.10 | -68.32 | 13.70% | 2.19% | -1.00 | 22.68 | 47.52% | 61.09% | 13.52% | 32.90 | 73.03 | 40.70 | 26.42% | 3.20 | -20.68% | 19.20* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 95.00 | 0.000 | - | 28.05% | 14.80% | 149.70 | 0/15 | 30***** 转股价不下修记录
| 金属制品 | 广东 | 105.97 | AA- | 增强 | 63.97% | 13.44 | 24.96 | 0/15 | 30 | 118.00 | 26.00% | 11.70% | 14.45% | 29-08-03 | 4.34年 | 8.555 | 2394.91 | 4226.93 | 2.30% | 1.28% | 0.26% | -0.63% | 增强 | 78.57% ↑ | 8.555 | 10.407 | 123.00 | - | ||||||||||
229 | | 110098 | 南药转债 | 124.190 | -0.17% | -0.84% | 0.79% | 24.19% | 24.19% | 24.19% | 24.19% | 600713 | 南京医药 | 5.13 | 0.59% | 0.59% | 5.77% | 3.43% | -2.10% | 15.26% | 3.43% | 37.64% | 5.559 | -0.07 | 2.56 | 1.00 | 11.63 | 9.29% | 3.12% | 15.36 | 3.66 | 56.91% | 76.75% | - | 66.84 | 67.17 | 535.90 | 6.71% | 5.78 | -3.00% | 5.29 | 96.98 | 0.000 | 86天 | 28.06% | 25.32% | 152.25 | 0/15 | 30 转股价不下修记录
| 医药流通 | 江苏 | 99.10 | AA+ | 增强 | 24.39% | 3.70 | 6.88 | 0/15 | 30 | 108.00 | 16.20% | 16.10% | 0.46% | 30-12-24 | 5.73年 | 10.815 | 1371.19 | 5996.47 | 1.02% | 0.90% | -1.74% | -2.12% | 增强 | 48.18% | 6.045 | 7.507 | 112.50 | - | ||||||||||
230 下修无限制,数字芯片产业 | | 118036 | 力合转债 | 126.129 | -0.91% | -0.66% | -4.15% | 8.70% | 8.68% | 8.59% | 8.70% | 688589 | 力合微 | 28.56 | -4.23% | -5.84% | -4.03% | 4.35% | -6.79% | 2.99% | 4.35% | 19.72% | 4.104 | -0.23 | -1.88 | 3.23 | 45.84 | 11.90% | 1.01% | 24.72 | 17.36 | 22.48% | 30.15% | 4.01% | 34.61 | 34.61 | 5.79 | 14.96% | 1.07 | 42.26% | 29.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 98.48 | 0.000 | - | 28.07% | 21.75% | 154.20 | 0/15 | 30**** 转股价不下修记录
| 数字芯片设计 | 广东 | 103.60 | AA- | 增强 | 53.41% | 20.30 | 37.70 | 0/15 | 30 | 115.00 | 11.00% | 11.00% | 47.92% | 29-06-28 | 4.24年 | 3.800 | 3192.42 | 15673.43 | 6.65% | 4.47% | -1.23% | -2.02% | 增强 | 42.80% ↓ | 3.800 | 4.793 | 119.80 | 下修无限制,数字芯片产业 | ||||||||||
231 | | 123212 | 立中转债 | 120.590 | -1.52% | -1.92% | -6.37% | 6.16% | 0.95% | 5.77% | 6.16% | 300428 | 立中集团 | 17.94 | -2.02% | -3.70% | -15.02% | 10.06% | -12.27% | -0.39% | 10.06% | 22.48% | 4.142 | -3.45 | -7.15 | 1.60 | 19.46 | 9.76% | 0.66% | 22.08 | 4.75 | 59.78% | 64.81% | 0.50% | 98.92 | 113.62 | 233.65 | 9.33% | 6.06 | 22.98% | 19.08* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 94.03 | 0.000 | - | 28.25% | 18.52% | 148.84 | 0/15 | 30** 转股价不下修记录
| 轮胎轮毂 | 河北 | 101.75 | AA- | 增强 | 46.67% | 13.36 | 24.80 | 0/15 | 30 | 113.00 | 9.10% | 7.90% | 62.81% | 29-07-27 | 4.32年 | 8.997 | 2886.63 | 11241.33 | 2.65% | 1.13% | -0.51% | -1.23% | 增强 | 44.79% ↓ | 8.997 | 10.849 | 118.00 | - | ||||||||||
232 | | 127018 | 本钢转债 | 122.764 | -0.30% | -0.95% | -2.10% | 2.20% | 2.82% | 2.38% | 2.20% | 000761 | 本钢板材 | 3.78 | 0.00% | -1.56% | -5.74% | 18.12% | 7.08% | 9.25% | 18.12% | 5.79% | 1.194 | -0.86 | -2.07 | 1.12 | -3.82 | -9.73% | 0.00% | -1.00 | 48.08 | 44.11% | 72.72% | - | 140.17 | 155.29 | 578.15 | -7.67% | -17.43 | -41.33% | 3.95 | 95.70 | 0.000 | - | 28.29% | 2.32% | 151.05 | 暂不 2025-05-05 重新计* 转股价不下修记录
| 板材 | 辽宁 | 119.98 | AAA | 增强 | 47.73% | 2.77 | 5.14 | 0/15 | 30 | 119.00 | 40.20% | 36.30% | 17.88% | 26-06-29 | 1.24年 | 56.310 | 5350.12 | 3525.06 | 0.77% | 0.25% | 0.02% | -3.05% | 增强 | 21.24% ↓ | 56.310 | 69.128 | 122.80 | - | ||||||||||
233 | | 111002 | 特纸转债 | 117.620 | -0.22% | -0.15% | -1.98% | 0.15% | -1.84% | -1.57% | 0.15% | 605007 | 五洲特纸 | 12.69 | 0.63% | 0.24% | 4.62% | -0.78% | -12.42% | -7.15% | -0.78% | 17.25% | 2.611 | -0.75 | 1.02 | 2.27 | 12.75 | 11.83% | 1.47% | 22.54 | 23.27 | 65.61% | 72.06% | 24.55% | 50.96 | 60.52 | 65.19 | 9.35% | 2.73 | 32.97% | 13.88* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.43 | 0.000 | - | 28.65% | 8.02% | 146.27 | 0/15 | 30*** 转股价不下修记录
| 特种纸 | 浙江 | 108.89 | AA | 增强 | 34.44% | 9.72 | 18.04 | 0/15 | 30 | 112.00 | 13.00% | 10.90% | 34.26% | 27-12-08 | 2.68年 | 6.619 | 2314.06 | 2965.43 | 2.97% | 0.58% | -0.75% | -1.75% | 增强 | 43.97% ↑ | 6.619 | 7.785 | 115.30 | - | ||||||||||
234 #### 丰山转债(xx)
一句话总结:
```javascript
转债剩余年限3.56年时间还长,4.6规模一般, 公司可能不着急解决转债问题,
但是下修不限制 目前到期收益为2.1%
比苏利转债稍微好点
建议买入价106.3 这样的话到期收益可达到3.4%
```
转债名称: 丰山转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: xxx 现价111
溢价率: 36%
转债规模: 4.6亿 (规模还可以)
剩余年限: 3.56年
转债占比: 25%
行业和概念:农药
下修历史: 长期未下修 2025-03-25重新计算
下修限制: 无任何限制
担保: 有
转债历史最低价格:最低 2024-08-20到达过89.3 恐慌的时候
转债历史最高价格: 2022-12-6到达过169
正股市值:18.5亿 (市值较小,波动性较好)
转债10大持有人合计:29.4%
债券等级: AA-
股权质押:无
资产负债率: 41.3% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于11亿。
公司财务状况:
```
参考苏利股份
总结公司财务状况:
短期偿债没问题,大概率不想还钱的 长期偿债压力得看公司业绩情况
```
大股东情况: 家族企业 大股东持有比例40% | | 113649 | 丰山转债 | 118.649 | -1.12% | -0.80% | -2.85% | 9.98% | 14.68% | 6.74% | 9.98% | 603810 | 丰山集团 | 12.66 | -1.86% | 1.85% | -5.59% | 40.04% | 25.35% | 12.73% | 40.04% | 21.08% | 3.093 | -0.91 | 0.68 | 1.35 | -25.94 | -2.48% | 0.00% | -1.00 | 23.78 | 27.45% | 41.32% | - | 20.92 | 20.92 | 11.96 | -30.00% | -0.39 | -139.46% | 13.73 | 92.21 | 0.000 | - | 28.68% | 10.01% | 147.33 | 0/15 | 30** 转股价不下修记录
| 农药 | 江苏 | 107.85 | AA- | 增强 | 48.86% | 9.61 | 17.85 | 0/15 | 30 | 115.00 | 21.90% | 21.90% | 41.45% | 28-06-27 | 3.24年 | 4.591 | 3212.41 | 3451.89 | 5.88% | 1.64% | 0.23% | -0.82% | 增强 | 29.39% ↓ | 4.591 | 5.447 | 119.50 | #### 丰山转债(xx)
一句话总结:
```javascript
转债剩余年限3.56年时间还长,4.6规模一般, 公司可能不着急解决转债问题,
但是下修不限制 目前到期收益为2.1%
比苏利转债稍微好点
建议买入价106.3 这样的话到期收益可达到3.4%
```
转债名称: 丰山转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: xxx 现价111
溢价率: 36%
转债规模: 4.6亿 (规模还可以)
剩余年限: 3.56年
转债占比: 25%
行业和概念:农药
下修历史: 长期未下修 2025-03-25重新计算
下修限制: 无任何限制
担保: 有
转债历史最低价格:最低 2024-08-20到达过89.3 恐慌的时候
转债历史最高价格: 2022-12-6到达过169
正股市值:18.5亿 (市值较小,波动性较好)
转债10大持有人合计:29.4%
债券等级: AA-
股权质押:无
资产负债率: 41.3% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于11亿。
公司财务状况:
```
参考苏利股份
总结公司财务状况:
短期偿债没问题,大概率不想还钱的 长期偿债压力得看公司业绩情况
```
大股东情况: 家族企业 大股东持有比例40% | ||||||||||
235 | | 123129 | 锦鸡转债 | 125.601 | -1.56% | -2.03% | -1.54% | 4.15% | 5.52% | -5.66% | 4.15% | 300798 | 锦鸡股份 | 7.74 | -4.33% | -7.19% | 1.04% | 8.25% | 8.25% | -12.55% | 8.25% | 22.37% | 2.578 | -2.31 | -6.11 | 2.09 | 1105.71 | 1.21% | 0.26% | 92.85 | 33.36 | 19.50% | 32.57% | 7.96% | 28.85 | 36.29 | 9.48 | 5.28% | 0.16 | 109.13% | 7.93* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 97.60 | 0.000 | - | 28.68% | 23.84% | 154.28 | 0/15 | 30** 转股价不下修记录
| 纺织化学制品 | 江苏 | 101.42 | A+ | 增强 | 66.82% | 4.76 | 9.52 | 至少还需19天2/20 | 30 | 112.00 | 6.70% | 5.30% | 5.34% | 27-11-04 | 2.59年 | 1.940 | 8083.96 | 30865.23 | 32.92% | 10.51% | -3.15% | -4.18% | 增强 | 14.22% ↓ | 1.940 | 2.437 | 115.80 | - | ||||||||||
236 垃圾不能买 | | 110092 | 三房转债 | 84.797 | 0.17% | -1.97% | 6.26% | 5.05% | 12.69% | -12.02% | 5.05% | 600370 | 三房巷 | 1.99 | -4.78% | -6.57% | 13.71% | 8.15% | 12.43% | -3.40% | 8.15% | 52.71% | 3.321 | 1.78 | 6.25 | 1.30 | -12.60 | -4.14% | 0.00% | -1.00 | 19.10 | 59.31% | 67.75% | 42.32% | 77.54 | 77.54 | 234.79 | 2.81% | -2.75 | -133.60% | 3.02 | 65.89 | 0.000 | - | 28.69% | -15.92% | 113.49 | 暂不 2025-07-04 重新计**** 转股价不下修记录
| 涤纶 | 江苏 | 100.85 | AA- | 增强 | 53.15% | 2.11 | 3.93 | 0/15 | 30 | 110.00 | 32.20% | 32.20% | 10.49% | 29-01-06 | 3.76年 | 24.991 | 8465.92 | 14698.15 | 4.00% | 1.88% | 8.43% | 7.66% | 增强 | 55.91% ↓ | 24.991 | 21.192 | 114.30 | 垃圾不能买 | ||||||||||
237 | | 113674 | 华设转债 | 124.229 | -0.24% | -0.10% | -5.72% | 2.12% | 4.93% | -0.20% | 2.12% | 603018 | 华设集团 | 8.25 | 0.24% | -0.36% | -6.04% | 0.49% | 1.73% | -2.69% | 0.49% | 22.85% | 4.167 | -1.89 | -2.54 | 1.14 | 10.00 | 14.92% | 3.76% | 29.07 | 4.75 | 13.67% | 59.09% | 1.05% | 56.41 | 56.41 | 53.53 | -8.32% | 6.98 | 2.08% | 8.55 | 96.49 | 0.000 | - | 28.75% | 17.45% | 152.98 | 0/15 | 30* 转股价不下修记录
| 工程咨询服务 | 江苏 | 105.77 | AA | 增强 | 45.21% | 5.99 | 11.12 | 0/15 | 30 | 112.00 | 7.10% | 7.10% | 38.09% | 29-07-21 | 4.30年 | 3.999 | 2424.17 | 4612.07 | 4.89% | 0.82% | -1.45% | -2.12% | 增强 | 35.40% ↑ | 3.999 | 4.968 | 116.80 | - | ||||||||||
238 | | 123224 | 宇邦转债 | 122.802 | -0.75% | -1.67% | -4.43% | 2.08% | 2.87% | 1.89% | 2.08% | 301266 | 宇邦新材 | 35.20 | -1.87% | -6.03% | -4.50% | 5.07% | -12.59% | -24.88% | 5.07% | 29.95% | 4.291 | -2.70 | -6.30 | 2.35 | 58.57 | 10.27% | 0.73% | 55.65 | 24.45 | 36.25% | 49.93% | - | 15.26 | 38.68 | 27.62 | 37.36% | 1.51 | 50.69% | 36.94* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 95.29 | 0.000 | - | 28.87% | 31.59% | 151.67 | 0/15 | 30** 转股价不下修记录
| 光伏辅材 | 江苏 | 93.32 | A+ | 增强 | 65.78% | 25.86 | 48.02 | 0/15 | 30 | 115.00 | 18.70% | 7.40% | 16.67% | 29-09-19 | 4.47年 | 2.848 | 2023.59 | 6931.36 | 5.77% | 4.49% | -0.51% | -1.27% | 增强 | 37.25% ↓ | 2.848 | 3.497 | 120.10 | - | ||||||||||
239 下修无限制 | | 123150 | 九强转债 | 120.912 | -0.57% | 1.29% | -3.78% | 6.09% | 3.27% | -5.17% | 6.09% | 300406 | 九强生物 | 16.26 | -1.03% | 2.07% | -6.17% | 21.71% | 0.06% | -18.36% | 21.71% | 16.32% | 3.156 | -0.55 | -1.17 | 2.31 | 18.37 | 14.93% | 1.23% | 8.79 | 5.95 | 22.04% | 25.87% | - | 69.00 | 95.66 | 17.42 | 15.27% | 5.24 | 34.60% | 17.35 | 93.72 | 0.000 | - | 29.02% | 16.71% | 149.93 | 0/15 | 30* 转股价不下修记录
| 体外诊断 | 北京 | 103.60 | AA- | 增强 | 41.65% | 12.15 | 22.56 | 0/15 | 30 | 110.00 | 16.20% | 11.70% | 41.67% | 28-06-30 | 3.24年 | 11.210 | 2512.92 | 7326.00 | 1.85% | 1.05% | -1.62% | -2.42% | 增强 | 49.32% ↑ | 11.210 | 13.554 | 114.80 | 下修无限制 | ||||||||||
240 | | 123061 | 航新转债 | 130.400 | -0.38% | -1.19% | -5.86% | -6.46% | 1.09% | 6.61% | -6.46% | 300424 | 航新科技 | 14.97 | -0.20% | -3.04% | -12.10% | -17.11% | -15.18% | 18.15% | -17.11% | 34.71% | 1.344 | -2.86 | -7.27 | 4.62 | 293.53 | 3.13% | 0.07% | 87.76 | 48.79 | 52.37% | 65.89% | 3.87% | 36.67 | 36.74 | 15.79 | 13.01% | 0.24 | -11.09% | 14.82 | 101.01 | 0.000 | - | 29.09% | 18.71% | 159.49 | 0/15 | 30** 转股价不下修记录
| 航空装备 | 广东 | 109.85 | A | 增强 | 74.04% | 10.37 | 19.27 | 不强赎 2025-05-13重新计 | 118.00 | 4.60% | 4.60% | 4.85% | 26-07-22 | 1.30年 | 1.676 | 1200.78 | 4402.32 | 5.49% | 1.20% | -5.99% | -8.48% | 增强 | 30.00% ↓ | 1.676 | 2.186 | 120.50 | - | ||||||||||
241 128074 游族转债
剩余规模: 6.816
剩余0.78年 2025-09-23到期
下修无限制 还有七天满足下修,之前从未下修过,但是最近态度从6个月不下修变成了一个月不下修
现价: 114.9 到期赎回价115
转债占比: 7.2% (非常好)
资产负债率:27%(负债率非常低)
行业:游戏行业
货币资金: 18亿 其他流动资产:4.28亿 应收账款2亿
短期借款4.24亿 应收账款2.53亿 一年内到期的非流动负债0.33亿
其它流动负债等1.4亿
长期借款1.24亿 债券6.6亿
公司资金短期偿还完全没问题,但是债券的6.6相当于公司6年的利润总和,并且公司这2年利润下降非常严重,这2年经营现金流也不好。
大股东占比:11.7% 比较分散 可能存在不愿意下修稀释股权, 但目前转债占比7%不算很高了。
质押: 公司整体股份质押3.54%,这也是大股东不愿意下修的原因之一
质押比例:上海加游质押了5150万股,占其所持股份的47.98%,占公司总股本的5.62% 。 | | 128074 | 游族转债 | 120.700 | 0.26% | 0.75% | -4.35% | 5.61% | 7.53% | 3.03% | 5.61% | 002174 | 游族网络 | 9.44 | -0.11% | -0.42% | -10.69% | 0.96% | -5.03% | -18.23% | 0.96% | 7.99% | 0.386 | -1.73 | -4.07 | 1.90 | 46.28 | 2.00% | 0.53% | 46.75 | 9.17 | 21.38% | 27.14% | 3.54% | 86.41 | 86.46 | 16.25 | -17.93% | 0.91 | 114.39% | 10.10* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.47 | 0.000 | - | 29.14% | 6.22% | 149.84 | 0/15 | 30***** 转股价不下修记录
| 游戏 | 福建 | 113.63 | AA- | 增强 | 43.30% | 7.07 | 13.13 | 0/15 | 30 | 115.00 | 7.90% | 7.90% | 19.68% | 25-09-23 | 0.47年 | 6.816 | 2458.86 | 9575.28 | 3.00% | 1.11% | -9.96% | -15.21% | 增强 | 33.73% ↑ | 6.816 | 8.227 | 115.00 | 128074 游族转债
剩余规模: 6.816
剩余0.78年 2025-09-23到期
下修无限制 还有七天满足下修,之前从未下修过,但是最近态度从6个月不下修变成了一个月不下修
现价: 114.9 到期赎回价115
转债占比: 7.2% (非常好)
资产负债率:27%(负债率非常低)
行业:游戏行业
货币资金: 18亿 其他流动资产:4.28亿 应收账款2亿
短期借款4.24亿 应收账款2.53亿 一年内到期的非流动负债0.33亿
其它流动负债等1.4亿
长期借款1.24亿 债券6.6亿
公司资金短期偿还完全没问题,但是债券的6.6相当于公司6年的利润总和,并且公司这2年利润下降非常严重,这2年经营现金流也不好。
大股东占比:11.7% 比较分散 可能存在不愿意下修稀释股权, 但目前转债占比7%不算很高了。
质押: 公司整体股份质押3.54%,这也是大股东不愿意下修的原因之一
质押比例:上海加游质押了5150万股,占其所持股份的47.98%,占公司总股本的5.62% 。 | ||||||||||
242 | | 113621 | 彤程转债 | 130.908 | 0.04% | -0.78% | -4.28% | -1.74% | -5.99% | 4.37% | -1.74% | 603650 | 彤程新材 | 32.03 | -0.96% | -2.94% | -8.82% | -8.41% | -7.68% | 17.33% | -8.41% | 24.73% | 1.934 | -0.90 | -3.11 | 5.73 | 46.42 | 12.62% | 1.84% | 33.60 | 33.17 | 49.69% | 56.82% | 6.68% | 190.79 | 191.86 | 29.44 | 17.74% | 4.07 | 36.37% | 31.61 | 101.33 | 0.000 | - | 29.19% | 21.55% | 160.10 | 0/15 | 30** 转股价不下修记录
| 橡胶助剂 | 上海 | 107.70 | AA | 增强 | 42.89% | 22.13 | 41.09 | 0/15 | 30 | 110.00 | 2.80% | 2.80% | 17.01% | 27-01-26 | 1.82年 | 5.363 | 965.63 | 13183.59 | 1.38% | 0.69% | -8.40% | -9.47% | 增强 | 26.40% ↓ | 5.363 | 7.021 | 111.80 | - | ||||||||||
243 | | 127081 | 中旗转债 | 243.404 | 20.00% | 72.80% | 90.16% | 98.07% | 96.40% | 29.47% | 98.07% | 001212 | 中旗新材 | 38.96 | 9.99% | 47.41% | 67.57% | 56.09% | 79.54% | 14.56% | 66.64% | 52.74% | 4.556 | 69.89 | 43.52 | 2.76 | 103.89 | 5.02% | 0.37% | 99.30 | 90.01 | 17.08% | 23.76% | - | 40.13 | 47.59 | 6.90 | 5.14% | 0.79 | -7.74% | 20.70* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 188.21 | 0.000 | - | 29.32% | 162.06% | 272.72 | 0/15 | 30* 转股价不下修记录
| 其他建材 | 广东 | 92.88 | A+ | 增强 | 58.13% | 14.49 | 26.91 | 至少还需9天6/15 | 30 | 111.00 | 11.30% | 9.50% | 39.53% | 29-03-03 | 3.92年 | 4.515 | 381754.62 | 5309.71 | 355.69% | 1.32% | -17.56% | -18.10% | 增强 | 58.76% ↓ | 4.515 | 10.990 | 115.60 | - | ||||||||||
244 | | 113047 | 旗滨转债 | 121.499 | -0.08% | -0.31% | -2.85% | 1.76% | 13.95% | 10.95% | 1.76% | 601636 | 旗滨集团 | 5.78 | 0.17% | -1.03% | -0.86% | 3.03% | -13.47% | -17.39% | 3.03% | 13.23% | 2.025 | -1.45 | -1.33 | 1.15 | 13.51 | 13.31% | 5.71% | 35.96 | 2.84 | 49.16% | 58.22% | - | 155.11 | 155.11 | 156.83 | 17.80% | 17.51 | 32.98% | 6.16* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.83 | 0.000 | - | 29.49% | 12.09% | 150.99 | 0/15 | 30***** 转股价不下修记录
| 玻璃制造 | 湖南 | 108.39 | AA+ | 增强 | 36.56% | 4.31 | 8.01 | 0/15 | 30 | 110.00 | 9.70% | 9.70% | 33.12% | 27-04-09 | 2.02年 | 14.985 | 4087.34 | 5230.09 | 2.25% | 0.34% | -3.68% | -4.78% | 增强 | 33.43% ↓ | 14.985 | 18.207 | 112.80 | - | ||||||||||
245 | | 113692 | 保隆转债 | 135.020 | -1.23% | -3.40% | -9.04% | 10.22% | 35.02% | 35.02% | 10.22% | 603197 | 保隆科技 | 41.76 | -5.54% | -7.18% | -16.16% | 10.62% | 0.05% | -16.60% | 10.62% | 33.99% | 5.510 | -3.56 | -8.55 | 2.89 | 39.58 | 14.08% | 1.52% | 66.02 | 17.35 | 53.94% | 64.45% | 3.43% | 89.21 | 89.57 | 58.97 | 23.44% | 3.79 | 76.92% | 40.16 | 103.98 | 0.000 | 30天 | 29.85% | 36.41% | 164.87 | 0/15 | 30 转股价不下修记录
| 其他汽车零部件 | 上海 | 98.98 | AA | 增强 | 47.53% | 28.11 | 52.21 | 0/15 | 30 | 110.00 | 15.60% | 15.50% | 0.81% | 30-10-30 | 5.58年 | 13.900 | 6069.41 | 23784.50 | 3.22% | 2.62% | -3.10% | -3.51% | 增强 | 35.01% | 9.843 | 13.290 | 113.50 | - | ||||||||||
246 | | 128128 | 齐翔转2 | 116.447 | -0.02% | -2.33% | -1.02% | 0.29% | -4.32% | 0.39% | 0.29% | 002408 | 齐翔腾达 | 4.84 | 0.41% | -4.91% | 2.33% | -3.78% | -17.15% | -2.33% | -3.78% | 23.98% | 1.386 | -0.78 | -0.64 | 1.18 | -54.38 | -3.03% | 1.47% | -1.00 | 4.05 | 45.89% | 51.98% | 7.27% | 131.68 | 137.59 | 269.18 | -9.70% | -3.84 | -160.53% | 5.40 | 89.63 | 0.000 | - | 29.92% | 6.99% | 146.37 | 至少还需6天4/10 | 20** 转股价不下修记录
| 其他石化 | 山东 | 108.84 | AA | 增强 | 32.38% | 3.78 | 7.02 | 0/15 | 30 | 110.00 | 5.20% | 4.90% | 9.42% | 26-08-20 | 1.38年 | 6.794 | 2132.44 | 6834.24 | 2.70% | 0.52% | -2.88% | -4.40% | 增强 | 36.29% ↓ | 6.794 | 7.911 | 111.90 | - | ||||||||||
247 95.482 (2020-12-24) 防守很强 剩余规模4.5
下修有限制 只有2025-03-14下修到底过 剩余年限:1.32
PB=2.16
分析时间为:2025-4-3 数据基于最新的第三季度报
主板 建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ
归母净利润 (亿元):
- 2021年年报: 1.05
- 2022年年报: 1.12
- 2023年年报: 1.61
- 2024年年报: 1.4
营业收入 (亿元):
- 2021年年报: 28.76
- 2022年年报: 18.25
- 2023年年报: 15.07
- 2024年年报: 10
经营现金流 (亿元):
- 2021年年报: 2.38
- 2022年年报: 2.65
- 2023年年报: 2.87
- 2024年年报: -0.3
总结: 营业收入在逐年的下滑,而且下滑严重。但暂时无退市风险。
1:剩余的转债规模4.5 亿约等于最近公司4年的净利润
2:当前价格120.3 到期赎回价113 2026-07-30到期
剩余年限 1.323 溢价率30%
3:流通市值为25.5亿元,自由流通市值为14.7亿元(非常好)
4:实控人股份占比33.4%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押15.16% 质押严重 公司目前处于中估状态
7:公司流动资产合计: 17亿(8亿货币资金+应收账款和票据4.75亿)
到期收益:2%
流动负债总计 11.1亿
非流动负债总计: 主要是4.5亿债券
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模4.5 亿,公司概念较少。盈利的策略是公司不愿意还钱,愿意强赎。公司自由流通市值较小。 | | 128125 | 华阳转债 | 120.294 | -0.67% | 0.90% | -2.99% | 5.35% | 10.06% | 10.87% | 5.35% | 002949 | 华阳国际 | 16.98 | -1.05% | 4.36% | -6.75% | -4.71% | 33.81% | 58.01% | -4.71% | 13.63% | 1.333 | -0.96 | -0.89 | 2.16 | 26.24 | 10.57% | 4.71% | 52.99 | 53.73 | 21.16% | 49.08% | 15.16% | 25.47 | 33.29 | 15.07 | -17.46% | 1.61 | 43.82% | 18.39* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 92.33 | 0.000 | - | 30.28% | 8.46% | 150.57 | 0/15 | 30***** 转股价不下修记录
| 工程咨询服务 | 广东 | 110.91 | AA- | 增强 | 53.61% | 12.87 | 23.91 | 0/15 | 30 | 113.00 | 17.70% | 13.50% | 49.50% | 26-07-30 | 1.32年 | 4.497 | 1263.00 | 2957.86 | 2.33% | 1.16% | -3.39% | -5.32% | 增强 | 35.54% ↑ | 4.497 | 5.410 | 115.00 | 95.482 (2020-12-24) 防守很强 剩余规模4.5
下修有限制 只有2025-03-14下修到底过 剩余年限:1.32
PB=2.16
分析时间为:2025-4-3 数据基于最新的第三季度报
主板 建筑装饰-工程咨询服务Ⅱ-工程咨询服务Ⅲ
归母净利润 (亿元):
- 2021年年报: 1.05
- 2022年年报: 1.12
- 2023年年报: 1.61
- 2024年年报: 1.4
营业收入 (亿元):
- 2021年年报: 28.76
- 2022年年报: 18.25
- 2023年年报: 15.07
- 2024年年报: 10
经营现金流 (亿元):
- 2021年年报: 2.38
- 2022年年报: 2.65
- 2023年年报: 2.87
- 2024年年报: -0.3
总结: 营业收入在逐年的下滑,而且下滑严重。但暂时无退市风险。
1:剩余的转债规模4.5 亿约等于最近公司4年的净利润
2:当前价格120.3 到期赎回价113 2026-07-30到期
剩余年限 1.323 溢价率30%
3:流通市值为25.5亿元,自由流通市值为14.7亿元(非常好)
4:实控人股份占比33.4%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押15.16% 质押严重 公司目前处于中估状态
7:公司流动资产合计: 17亿(8亿货币资金+应收账款和票据4.75亿)
到期收益:2%
流动负债总计 11.1亿
非流动负债总计: 主要是4.5亿债券
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模4.5 亿,公司概念较少。盈利的策略是公司不愿意还钱,愿意强赎。公司自由流通市值较小。 | ||||||||||
248 下修有限制 | | 111018 | 华康转债 | 118.109 | -0.93% | -1.19% | -2.53% | 1.97% | 2.90% | 2.23% | 1.97% | 605077 | 华康股份 | 15.31 | -0.91% | -1.35% | -0.33% | 4.01% | 19.42% | 1.87% | 4.01% | 21.10% | 4.511 | -1.15 | -0.32 | 1.44 | 18.08 | 13.50% | 3.51% | 45.68 | 11.71 | 40.73% | 53.44% | 10.30% | 45.84 | 46.83 | 27.83 | 26.48% | 3.71 | 16.34% | 16.89 | 90.65 | 0.000 | - | 30.30% | 16.24% | 148.41 | 0/15 | 30***** 转股价不下修记录
| 食品及饲料添加剂 | 浙江 | 101.61 | AA- | 增强 | 38.11% | 11.82 | 21.96 | 0/15 | 30 | 115.00 | 28.40% | 27.80% | 39.32% | 29-12-25 | 4.73年 | 13.022 | 2075.71 | 4232.30 | 1.35% | 0.92% | 0.29% | -0.43% | 增强 | 47.73% ↑ | 13.022 | 15.380 | 119.70 | 下修有限制 | ||||||||||
249 苏利转债(中等)
一句话总结:
转债剩余年限3.2年时间还长,9.5规模较大, 公司可能不着急解决转债问题,
PB=1.15很接近1 如果股价持续下跌存在不能下修到底的情况
业绩最近在回暖,造成了短期股价多次涨停。
可以买少量博弈下修
转债名称: 苏利转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: xxx 现价111.53
溢价率:23% 目前到期收益为2.23%
转债规模: 9.57亿 (规模较大)
剩余年限: 3.2年
转债占比: 34%
行业和概念:农药
下修历史: 24年7月份下修过但是不到底 2025-02-10重新计算
下修限制: PB 1.15 不能低于每股净资产
转债历史最低价格:最低 2024-08-21到达过86.5 恐慌的时候
转债历史最高价格: 2022-08-16到达过135
正股市值:28.64亿 (市值较小,波动性较好)
转债10大持有人合计:43%
债券等级: AA-
股权质押:无
资产负债率: 44% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于6亿。
公司财务状况:
近5年净利润情况:
19到22年这几年每年挣差不多2亿元 近2年盈利很差,23年和24年每年盈利0.1亿
近几年经营现金流:
每年基本都为2亿以上,说明造血能力不错
公司货币资金情况:
货币资金8.4亿 其它流动资产0.79亿 => 合计9.2亿元
应收账款3.8亿(大部分是一年内的)
应收账款5亿 + 应收票据5亿 + 短期借款0.8亿 + 一年内到期的非流动负债1亿
= 11.8亿元
长期借款2.8亿 应付债券9.2亿元
总结公司财务状况:
短期偿债没问题,公司财务压力巨大,大概率不想还钱的 长期偿债压力得看公司业绩情况
大股东情况: 家族企业 大股东持有比例70% | | 113640 | 苏利转债 | 118.365 | 0.14% | -0.96% | 2.01% | 9.29% | 22.02% | 12.66% | 9.29% | 603585 | 苏利股份 | 15.61 | 3.93% | -5.22% | 14.78% | 30.41% | 25.38% | 22.49% | 30.41% | 21.32% | 2.774 | 1.70 | 8.99 | 1.15 | -380.73 | 0.79% | 0.31% | -1.00 | 22.87 | 28.70% | 43.91% | - | 28.10 | 28.70 | 19.58 | -37.84% | 0.20 | -93.63% | 17.20* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.76 | 0.000 | - | 30.42% | 9.04% | 148.79 | 暂不 2025-09-01 重新计**** 转股价不下修记录
| 农药 | 江苏 | 108.55 | AA- | 增强 | 47.87% | 12.04 | 22.36 | 0/15 | 30 | 115.00 | 34.10% | 33.30% | 62.59% | 28-02-16 | 2.87年 | 9.571 | 6963.71 | 15750.62 | 6.16% | 5.71% | 0.04% | -1.07% | 增强 | 43.07% ↑ | 9.571 | 11.329 | 118.50 | 苏利转债(中等)
一句话总结:
转债剩余年限3.2年时间还长,9.5规模较大, 公司可能不着急解决转债问题,
PB=1.15很接近1 如果股价持续下跌存在不能下修到底的情况
业绩最近在回暖,造成了短期股价多次涨停。
可以买少量博弈下修
转债名称: 苏利转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: xxx 现价111.53
溢价率:23% 目前到期收益为2.23%
转债规模: 9.57亿 (规模较大)
剩余年限: 3.2年
转债占比: 34%
行业和概念:农药
下修历史: 24年7月份下修过但是不到底 2025-02-10重新计算
下修限制: PB 1.15 不能低于每股净资产
转债历史最低价格:最低 2024-08-21到达过86.5 恐慌的时候
转债历史最高价格: 2022-08-16到达过135
正股市值:28.64亿 (市值较小,波动性较好)
转债10大持有人合计:43%
债券等级: AA-
股权质押:无
资产负债率: 44% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于6亿。
公司财务状况:
近5年净利润情况:
19到22年这几年每年挣差不多2亿元 近2年盈利很差,23年和24年每年盈利0.1亿
近几年经营现金流:
每年基本都为2亿以上,说明造血能力不错
公司货币资金情况:
货币资金8.4亿 其它流动资产0.79亿 => 合计9.2亿元
应收账款3.8亿(大部分是一年内的)
应收账款5亿 + 应收票据5亿 + 短期借款0.8亿 + 一年内到期的非流动负债1亿
= 11.8亿元
长期借款2.8亿 应付债券9.2亿元
总结公司财务状况:
短期偿债没问题,公司财务压力巨大,大概率不想还钱的 长期偿债压力得看公司业绩情况
大股东情况: 家族企业 大股东持有比例70% | ||||||||||
250 | | 113605 | 大参转债 | 121.465 | 0.06% | 1.36% | 1.18% | 4.71% | 14.94% | 12.97% | 4.71% | 603233 | 大参林 | 16.76 | 0.36% | 3.91% | 13.24% | 11.29% | 0.76% | -19.82% | 11.29% | 11.21% | 1.599 | 1.13 | 7.31 | 2.78 | 23.02 | 18.01% | 1.85% | 17.44 | 10.30 | 35.88% | 68.60% | 12.72% | 190.87 | 190.87 | 245.31 | 15.45% | 11.67 | 12.63% | 18.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.11 | 0.000 | - | 30.45% | 12.12% | 151.92 | 暂不 2025-07-21 重新计***** 转股价不下修记录
| 线下药店 | 广东 | 108.33 | AA | 增强 | 41.00% | 12.60 | 23.40 | 0/15 | 30 | 110.00 | 7.40% | 7.40% | 30.26% | 26-10-22 | 1.55年 | 14.046 | 4270.70 | 7092.90 | 2.51% | 0.37% | -5.26% | -6.55% | 增强 | 25.69% ↓ | 14.046 | 17.061 | 111.80 | - | ||||||||||
251 | | 123199 | 山河转债 | 118.391 | 0.01% | 0.16% | -0.43% | 2.27% | -1.43% | 4.04% | 2.27% | 300452 | 山河药辅 | 12.29 | 1.24% | 1.82% | 5.58% | 1.49% | -13.57% | -3.32% | 1.49% | 46.75% | 4.047 | 0.00 | 3.68 | 3.17 | 21.83 | 20.53% | 2.03% | 8.86 | 5.62 | 24.46% | 37.17% | - | 22.96 | 28.81 | 8.39 | 19.12% | 1.62 | 23.58% | 13.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.37 | 0.000 | - | 31.01% | 32.52% | 149.40 | 至少还需14天5/15 | 30*** 转股价不下修记录
| 原料药 | 安徽 | 89.34 | A+ | 增强 | 33.15% | 9.52 | 17.68 | 0/15 | 30 | 108.00 | 13.90% | 11.10% | 33.28% | 29-06-12 | 4.20年 | 3.198 | 1062.77 | 6815.59 | 2.81% | 2.98% | -1.13% | -1.68% | 增强 | 15.99% ↓ | 3.198 | 3.786 | 113.00 | - | ||||||||||
252 | | 111016 | 神通转债 | 124.002 | -2.59% | -2.16% | -5.22% | 5.43% | 11.72% | -0.64% | 5.43% | 605228 | 神通科技 | 10.90 | -4.39% | -0.37% | -14.31% | 1.02% | 7.07% | -3.97% | 1.02% | 28.57% | 4.161 | -3.77 | -9.20 | 3.00 | 93.97 | 3.64% | 0.29% | 63.03 | 82.46 | 27.52% | 45.85% | 16.30% | 46.47 | 46.80 | 16.38 | 14.63% | 0.55 | 21.59% | 11.52 转股价下修1次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 94.62 | 0.000 | - | 31.06% | 20.16% | 155.06 | 0/15 | 30** 转股价不下修记录
| 车身附件及饰件 | 浙江 | 103.20 | AA- | 增强 | 59.65% | 8.06 | 14.98 | 0/15 | 30 | 115.00 | 12.40% | 12.30% | 44.91% | 29-07-25 | 4.31年 | 5.767 | 19769.36 | 24458.18 | 27.47% | 5.21% | -0.83% | -1.61% | 增强 | 46.19% ↓ | 5.767 | 7.151 | 119.70 | - | ||||||||||
253 | | 110075 | 南航转债 | 123.128 | 0.12% | -1.49% | -2.14% | -1.92% | 1.78% | 1.17% | -1.92% | 600029 | 南方航空 | 5.79 | 1.58% | -3.82% | -4.46% | -10.79% | -9.39% | 0.17% | -10.79% | 12.92% | 1.634 | -0.83 | -1.71 | 3.02 | -26.56 | -10.81% | 0.00% | -1.00 | 79.50 | 71.63% | 84.05% | - | 733.79 | 1049.20 | 1599.29 | 83.70% | -42.09 | 87.12% | 6.17 | 93.84 | 0.000 | - | 31.21% | 17.41% | 154.34 | 0/15 | 30 转股价不下修记录
| 航空运输 | 广东 | 104.87 | AAA | 增强 | 27.97% | 4.32 | 8.02 | 0/15 | 30 | 106.50 | 8.00% | 5.60% | 21.88% | 26-10-15 | 1.53年 | 58.960 | 4896.40 | 34858.84 | 0.67% | 0.48% | -8.27% | -9.16% | 增强 | 63.04% ↑ | 58.960 | 72.596 | 108.00 | - | ||||||||||
254 | | 123253 | 永贵转债 | 123.898 | -0.60% | 23.90% | 23.90% | 23.90% | 23.90% | 23.90% | 23.90% | 300351 | 永贵电器 | 17.27 | -1.09% | -5.11% | -5.47% | -2.65% | -15.63% | -10.13% | -2.65% | 90.12% | 5.709 | -0.31 | -6.69 | 2.81 | 64.68 | 4.41% | 0.58% | 74.79 | 59.01 | 0.21% | 25.96% | - | 45.23 | 66.99 | 15.18 | 0.53% | 1.01 | -34.67% | 18.29 | 94.42 | 0.000 | 166天 | 31.22% | 31.46% | 155.12 | 0/15 | 30 转股价不下修记录
| 轨交设备 | 浙江 | 94.25 | AA- | 增强 | 53.66% | 12.80 | 23.78 | 0/15 | 30 | 113.00 | 21.70% | 14.60% | - | 31-03-12 | 5.94年 | 9.800 | 8164.62 | 13037.21 | 6.71% | 2.87% | -0.86% | -1.37% | 增强 | 52.76% | 4.854 | 6.014 | 117.80 | - | ||||||||||
255 | | 128101 | 联创转债 | 128.687 | -2.42% | -1.37% | -9.69% | 5.66% | 12.52% | 12.42% | 5.66% | 002036 | 联创电子 | 10.95 | -3.95% | -4.45% | -15.77% | 16.49% | 10.94% | 31.61% | 16.49% | 34.76% | 1.043 | -4.65 | -9.15 | 4.24 | -15.69 | -29.83% | 0.00% | -1.00 | 41.47 | 73.00% | 79.25% | 6.24% | 115.29 | 116.00 | 98.48 | -9.95% | -9.92 | -1158.39% | 11.17** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 98.03 | 0.000 | - | 31.27% | 20.08% | 159.96 | 0/15 | 30*** 转股价不下修记录
| 光学元件 | 江西 | 107.17 | AA- | 增强 | 62.01% | 7.82 | 14.52 | 0/15 | 30 | 110.00 | 2.60% | 2.60% | 28.16% | 26-03-16 | 0.95年 | 2.984 | 2848.50 | 44664.65 | 7.36% | 3.82% | -15.27% | -16.91% | 增强 | 31.62% ↑ | 2.984 | 3.840 | 110.00 | - | ||||||||||
256 下修有限制 | | 113661 | 福22转债 | 120.831 | -0.22% | -2.05% | -0.16% | 8.39% | 12.97% | 10.36% | 8.39% | 603806 | 福斯特 | 13.79 | 0.36% | -4.44% | -8.98% | -6.82% | -26.65% | -32.92% | -6.82% | 12.76% | 3.564 | -1.59 | -5.77 | 2.20 | 22.57 | 12.52% | 1.35% | 21.33 | 0.82 | 17.52% | 23.52% | 0.73% | 359.74 | 359.74 | 225.89 | 19.66% | 18.50 | 17.21% | 15.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 91.93 | 0.000 | - | 31.43% | 15.36% | 152.26 | 0/15 | 30***** 转股价不下修记录
| 光伏辅材 | 浙江 | 104.74 | AA | 增强 | 45.55% | 10.50 | 19.50 | 0/15 | 30 | 110.00 | 8.40% | 8.40% | 32.84% | 28-11-22 | 3.64年 | 30.299 | 5181.67 | 16037.23 | 1.42% | 0.45% | -1.68% | -2.34% | 增强 | 45.17% ↓ | 30.299 | 36.611 | 113.70 | 下修有限制 | ||||||||||
257 | | 113658 | 密卫转债 | 118.751 | -0.13% | 0.15% | -1.96% | -0.10% | -4.16% | 9.76% | -0.10% | 603713 | 密尔克卫 | 50.80 | 0.43% | 2.01% | 2.11% | -0.78% | -18.59% | 0.73% | -0.78% | 20.92% | 2.416 | -1.12 | 2.13 | 1.84 | 16.84 | 10.99% | 1.08% | 8.77 | 6.01 | 50.98% | 61.59% | - | 80.33 | 80.35 | 97.53 | -15.75% | 4.31 | -28.72% | 56.43* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.02 | 0.000 | - | 31.91% | 11.32% | 150.66 | 暂不 2025-09-15 重新计**** 转股价不下修记录
| 仓储物流 | 上海 | 106.68 | AA- | 增强 | 41.12% | 39.50 | 73.36 | 0/15 | 30 | 112.00 | 10.90% | 10.90% | 45.86% | 27-09-16 | 2.46年 | 8.719 | 1799.55 | 7894.91 | 1.74% | 0.99% | -1.49% | -2.53% | 增强 | 44.13% ↓ | 8.719 | 10.354 | 114.50 | - | ||||||||||
258 下修无限制 | | 118044 | 赛特转债 | 118.335 | -1.63% | 0.05% | -3.60% | 8.45% | 1.15% | 0.30% | 8.45% | 688398 | 赛特新材 | 17.00 | -1.28% | 1.43% | -2.41% | 26.11% | -1.80% | -20.04% | 26.11% | 19.80% | 4.255 | -1.01 | -0.46 | 2.50 | 33.07 | 10.48% | 1.62% | 43.00 | 21.32 | 31.03% | 42.38% | - | 28.53 | 28.53 | 8.40 | 31.69% | 1.06 | 66.14% | 19.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 89.47 | 0.000 | - | 32.26% | 29.23% | 150.60 | 至少还需15天6/15 | 30** 转股价不下修记录
| 其他化学制品 | 福建 | 91.57 | A+ | 增强 | 41.17% | 13.30 | 24.70 | 0/15 | 30 | 113.00 | 15.50% | 15.50% | 31.85% | 29-09-11 | 4.44年 | 4.420 | 2528.59 | 2992.69 | 4.83% | 1.06% | -0.12% | -0.82% | 增强 | 65.01% ↓ | 4.420 | 5.230 | 117.70 | 下修无限制 | ||||||||||
259 下修无限制 | | 118006 | 阿拉转债 | 124.250 | -1.01% | -0.39% | 0.21% | 7.56% | 9.98% | 14.70% | 7.56% | 688179 | 阿拉丁 | 15.19 | -3.25% | 1.13% | -6.64% | 10.80% | -2.23% | 38.40% | 10.80% | 13.58% | 2.882 | -0.79 | -0.64 | 4.06 | 40.94 | 9.27% | 2.07% | 24.35 | 34.05 | 27.60% | 35.70% | - | 42.13 | 42.13 | 4.03 | 6.55% | 0.86 | -7.48% | 16.17** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.94 | 0.000 | - | 32.27% | 21.74% | 156.52 | 0/15 | 30***** 转股价不下修记录
| 其他化学制品 | 上海 | 102.06 | A+ | 增强 | 51.74% | 11.32 | 21.02 | 0/15 | 30 | 115.00 | 9.20% | 9.20% | 26.74% | 28-03-15 | 2.95年 | 3.870 | 2450.12 | 6696.90 | 5.09% | 1.56% | -1.39% | -2.50% | 增强 | 25.53% ↓ | 3.870 | 4.808 | 119.30 | 下修无限制 | ||||||||||
260 下修无限制 | | 123183 | 海顺转债 | 116.480 | -0.71% | -0.81% | 0.29% | 5.21% | 7.34% | 4.67% | 5.21% | 300501 | 海顺新材 | 15.61 | -3.34% | -4.29% | 9.01% | 16.93% | 1.81% | 31.19% | 16.93% | 16.24% | 3.783 | -0.23 | -0.37 | 1.66 | 35.32 | 4.88% | 0.96% | 69.84 | 18.02 | 25.86% | 34.82% | 15.04% | 19.54 | 30.21 | 10.21 | 0.82% | 0.85 | -16.61% | 17.74 转股价下修2次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 87.99 | 0.000 | - | 32.37% | 11.50% | 148.85 | 暂不 2025-04-24 重新计***** 转股价不下修记录
| 综合包装 | 上海 | 104.47 | AA- | 增强 | 48.15% | 12.42 | 23.06 | 0/15 | 30 | 115.00 | 32.40% | 20.90% | 30.14% | 29-03-23 | 3.97年 | 6.329 | 2891.69 | 10375.28 | 3.93% | 5.30% | 0.66% | -0.19% | 增强 | 66.39% ↓ | 6.329 | 7.372 | 119.50 | 下修无限制 | ||||||||||
261 下修有限制 | | 123236 | 家联转债 | 116.080 | -0.79% | 0.31% | -4.28% | 1.55% | 0.46% | -6.88% | 1.55% | 301193 | 家联科技 | 16.21 | -0.73% | -0.67% | -5.26% | -1.94% | -11.76% | -10.19% | -1.94% | 19.88% | 4.483 | -1.50 | -2.58 | 1.80 | 2026.25 | 2.98% | 1.23% | 89.90 | 15.71 | 41.43% | 56.43% | - | 15.60 | 31.12 | 17.21 | -12.90% | 0.45 | -74.69% | 18.49 | 87.67 | 0.000 | - | 32.41% | 14.30% | 148.49 | 0/15 | 30* 转股价不下修记录
| 其他家居用品 | 浙江 | 101.56 | AA- | 增强 | 42.77% | 12.94 | 24.04 | 0/15 | 30 | 115.00 | 48.10% | 24.10% | 58.13% | 29-12-22 | 4.72年 | 7.498 | 4274.49 | 1419.89 | 4.93% | 0.91% | 0.65% | -0.07% | 增强 | 87.08% ↑ | 7.498 | 8.704 | 119.60 | 下修有限制 | ||||||||||
262 | | 110095 | 双良转债 | 112.800 | -1.37% | -2.44% | -2.34% | 11.37% | 32.78% | 5.45% | 11.37% | 600481 | 双良节能 | 5.25 | -1.69% | -4.37% | -10.71% | -4.55% | 3.35% | -33.57% | -4.55% | 38.79% | 4.134 | -4.57 | -6.95 | 1.78 | -6.75 | 21.15% | 6.08% | -1.00 | 10.41 | 73.89% | 82.22% | - | 98.37 | 98.37 | 231.49 | 59.91% | 15.02 | 57.07% | 6.18** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 84.95 | 0.000 | - | 32.78% | 8.63% | 145.58 | 0/15 | 30***** 转股价不下修记录
| 硅料硅片 | 江苏 | 103.84 | AA | 增强 | 59.00% | 4.33 | 8.03 | 0/15 | 30 | 110.00 | 26.20% | 26.20% | 54.91% | 29-08-08 | 4.35年 | 25.775 | 8238.88 | 10027.45 | 2.84% | 1.01% | 0.41% | -0.20% | 增强 | 62.22% ↑ | 25.775 | 29.074 | 114.80 | - | ||||||||||
263 | | 113646 | 永吉转债 | 132.962 | -0.55% | -1.47% | -3.28% | -1.65% | -2.51% | 0.54% | -1.65% | 603058 | 永吉股份 | 8.18 | -0.85% | -7.47% | -9.61% | -7.26% | -9.11% | 8.59% | -7.26% | 18.31% | 3.075 | -1.80 | -6.51 | 2.87 | 27.18 | 9.52% | 0.98% | 38.18 | 17.97 | 19.84% | 31.62% | 14.39% | 34.15 | 34.35 | 8.18 | 25.16% | 1.00 | 165.11% | 8.18 | 100.00 | 0.000 | - | 32.96% | 29.72% | 165.92 | 0/15 | 30** 转股价不下修记录
| 纸包装 | 贵州 | 102.50 | AA- | 增强 | 51.16% | 5.73 | 10.64 | 0/15 | 30 | 108.30 | 4.00% | 4.00% | 2.03% | 28-04-14 | 3.03年 | 1.375 | 536.48 | 5295.92 | 2.93% | 1.55% | -5.45% | -6.15% | 增强 | 27.21% ↑ | 1.375 | 1.828 | 112.60 | - | ||||||||||
264 下修无限制
公司货币资金很少,不能覆盖负债 | | 113565 | 宏辉转债 | 119.286 | -0.37% | -0.05% | -2.36% | 2.66% | 8.51% | 6.71% | 2.66% | 603336 | 宏辉果蔬 | 5.24 | 3.97% | 9.17% | 11.02% | 22.72% | 27.18% | 20.18% | 22.72% | 42.75% | 0.932 | -1.40 | 8.71 | 2.54 | 655.00 | 2.09% | 0.00% | 99.46 | 25.73 | 35.95% | 38.23% | 10.24% | 29.89 | 29.89 | 10.86 | -4.15% | 0.24 | -49.48% | 5.85 | 89.57 | 0.000 | - | 33.17% | 11.41% | 152.46 | 至少还需10天8/15 | 30* 转股价不下修记录
| 其他种植业 | 广东 | 107.07 | A+ | 增强 | 58.88% | 4.10 | 7.61 | 0/15 | 30 | 112.00 | 7.50% | 7.50% | 3.63% | 26-02-26 | 0.90年 | 2.247 | 83792.75 | 40138.77 | 304.45% | 13.50% | -6.80% | -9.04% | 增强 | 28.35% ↓ | 2.247 | 2.680 | 112.00 | 下修无限制
公司货币资金很少,不能覆盖负债 | ||||||||||
265 下修无限制 | | 113053 | 隆22转债 | 120.222 | -0.65% | -2.15% | 0.83% | 13.31% | 17.91% | 18.28% | 13.31% | 601012 | 隆基绿能 | 15.76 | -1.25% | -7.51% | -8.00% | 0.32% | -18.26% | -23.50% | 0.32% | 10.41% | 2.760 | -2.23 | -7.32 | 1.90 | -16.66 | 16.20% | 1.08% | -1.00 | 12.72 | 25.23% | 59.20% | 2.90% | 1194.30 | 1194.30 | 1294.98 | 0.39% | 107.51 | -27.41% | 17.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 90.06 | 0.000 | - | 33.50% | 15.54% | 153.72 | 0/15 | 30***** 转股价不下修记录
| 光伏电池组件 | 陕西 | 104.05 | AAA | 增强 | 42.85% | 12.25 | 22.75 | 0/15 | 30 | 107.00 | 5.90% | 5.90% | 21.77% | 28-01-05 | 2.76年 | 69.956 | 7885.21 | 81131.61 | 0.93% | 0.68% | -3.28% | -3.91% | 增强 | 40.69% ↑ | 69.956 | 84.103 | 109.80 | 下修无限制 | ||||||||||
266 | | 113681 | 镇洋转债 | 115.813 | 0.03% | -0.16% | -1.41% | 6.12% | 8.77% | 0.80% | 6.12% | 603213 | 镇洋发展 | 9.93 | 1.02% | -0.60% | 7.00% | 14.01% | 6.66% | 7.18% | 14.01% | 16.71% | 4.501 | -0.21 | 3.85 | 2.27 | 18.25 | 14.39% | 2.84% | 44.76 | 32.87 | 26.97% | 42.15% | - | 43.18 | 43.18 | 21.15 | -17.48% | 2.49 | -34.42% | 11.46 | 86.65 | 0.000 | - | 33.66% | 14.02% | 149.47 | 暂不 2025-08-17 重新计**** 转股价不下修记录
| 氯碱 | 浙江 | 101.57 | AA- | 增强 | 41.94% | 8.02 | 14.90 | 0/15 | 30 | 115.00 | 15.30% | 15.30% | 39.71% | 29-12-29 | 4.74年 | 6.599 | 2670.89 | 9760.55 | 3.51% | 2.29% | 0.71% | -0.01% | 增强 | 89.25% ↑ | 6.599 | 7.642 | 119.70 | - | ||||||||||
267 | | 113574 | 华体转债 | 125.213 | -1.12% | -2.05% | -1.04% | 1.88% | 4.81% | 13.78% | 1.88% | 603679 | 华体科技 | 12.63 | -1.48% | 0.40% | -8.68% | -4.10% | -6.86% | 8.60% | -4.10% | 34.04% | 1.105 | -2.02 | -4.14 | 2.46 | -34.79 | 6.83% | 1.41% | -1.00 | 18.91 | 20.30% | 39.31% | 16.99% | 20.79 | 20.79 | 6.08 | 40.34% | 0.60 | 178.10% | 13.49** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 93.63 | 0.000 | - | 33.74% | 19.62% | 158.95 | 0/15 | 30***** 转股价不下修记录
| LED | 四川 | 104.68 | A+ | 增强 | 66.58% | 9.44 | 17.54 | 0/15 | 30 | 110.00 | 10.00% | 10.00% | 10.54% | 26-03-31 | 0.99年 | 2.079 | 3206.57 | 6993.46 | 12.29% | 3.37% | -12.29% | -13.90% | 增强 | 17.35% ↓ | 2.079 | 2.603 | 110.00 | - | ||||||||||
268 | | 123188 | 水羊转债 | 119.505 | 0.55% | -0.83% | -2.80% | -1.61% | -6.18% | -13.40% | -1.61% | 300740 | 水羊股份 | 12.05 | 1.26% | -1.55% | -2.19% | -8.85% | -17.86% | -31.29% | -8.85% | 27.24% | 3.793 | -1.58 | -2.41 | 2.25 | 25.26 | 15.31% | 0.83% | 19.75 | 4.69 | 42.12% | 49.01% | 20.94% | 43.06 | 46.79 | 44.93 | -4.86% | 2.94 | 135.42% | 13.54 | 89.00 | 0.000 | - | 34.28% | 23.32% | 153.79 | 0/15 | 30* 转股价不下修记录
| 品牌化妆品 | 湖南 | 96.91 | A+ | 增强 | 47.77% | 9.48 | 17.60 | 不强赎 2025-04-14重新计 | 115.00 | 16.10% | 14.80% | 41.80% | 29-04-04 | 4.01年 | 6.949 | 3568.04 | 7089.12 | 4.31% | 1.65% | 0.34% | -0.57% | 增强 | 62.55% ↓ | 6.949 | 8.304 | 121.10 | - | ||||||||||
269 | | 110059 | 浦发转债 | 108.949 | 0.05% | 0.04% | 0.13% | -0.04% | -1.90% | -0.01% | -0.04% | 600000 | 浦发银行 | 10.48 | 0.19% | -0.66% | 3.46% | 1.85% | -0.19% | 53.02% | 1.85% | 1.19% | 0.550 | 0.03 | 0.51 | 0.42 | 6.96 | 5.21% | 3.06% | 47.34 | 13.34 | 65.60% | 92.13% | 0.13% | 3076.11 | 3076.11 | 1734.34 | -8.05% | 367.02 | -28.28% | 12.92 | 81.12 | 0.000 | - | 34.31% | 0.12% | 143.26 | 15/15 | 30 转股价不下修记录
| 股份制银行 | 上海 | 108.82 | AAA | 增强 | 22.83% | - | 16.80 | 0/15 | 30 | 110.00 | 16.30% | 16.30% | 29.76% | 25-10-28 | 0.57年 | 499.986 | 47841.87 | 38488.69 | 0.88% | 0.13% | 1.70% | -1.54% | 增强 | 59.78% ↓ | 499.986 | 544.730 | 110.00 | - | ||||||||||
270 | | 113675 | 新23转债 | 120.211 | -2.57% | -2.74% | -4.30% | 2.10% | -1.14% | 3.63% | 2.10% | 603179 | 新泉股份 | 45.67 | -2.83% | -4.40% | -2.75% | 6.96% | -11.95% | 8.52% | 6.96% | 18.31% | 4.164 | -2.87 | -2.21 | 4.15 | 24.58 | 17.73% | 0.66% | 27.24 | 48.52 | 32.78% | 63.08% | 3.69% | 222.55 | 222.55 | 105.72 | 52.19% | 8.06 | 71.19% | 51.05 | 89.46 | 0.000 | - | 34.37% | 16.35% | 154.58 | 0/15 | 30* 转股价不下修记录
| 汽车电子电气系统 | 江苏 | 103.32 | AA- | 增强 | 43.48% | 35.74 | 66.37 | 0/15 | 30 | 115.00 | 5.20% | 5.20% | 63.50% | 29-08-11 | 4.36年 | 11.599 | 8451.91 | 16597.33 | 6.01% | 0.74% | -0.04% | -0.83% | 增强 | 37.37% ↓ | 11.599 | 13.943 | 120.00 | - | ||||||||||
271 | | 113067 | 燃23转债 | 120.804 | 0.51% | 0.87% | 1.01% | 0.32% | -3.41% | -0.70% | 0.32% | 601139 | 深圳燃气 | 6.77 | 0.74% | 0.59% | 3.83% | -4.11% | -12.08% | -4.80% | -4.11% | 13.14% | 4.216 | 0.57 | 1.03 | 1.28 | 14.56 | 10.47% | 2.36% | 6.89 | 2.21 | 31.66% | 59.67% | - | 194.76 | 194.76 | 309.29 | 2.88% | 14.40 | 17.80% | 7.56 | 89.55 | 0.000 | - | 34.90% | 18.57% | 155.70 | 0/15 | 30* 转股价不下修记录
| 燃气 | 广东 | 101.88 | AAA | 增强 | 23.93% | 5.29 | 9.83 | 0/15 | 30 | 107.00 | 15.40% | 15.40% | 13.62% | 29-07-27 | 4.32年 | 29.999 | 4330.60 | 6179.04 | 1.20% | 0.32% | -1.93% | -2.40% | 增强 | 66.37% ↓ | 29.999 | 36.240 | 111.20 | - | ||||||||||
272 | | 111005 | 富春转债 | 114.795 | -0.40% | 0.25% | -0.71% | 3.95% | 1.24% | 1.01% | 3.95% | 605189 | 富春染织 | 13.32 | 0.00% | 0.68% | 3.34% | 9.63% | -6.39% | -4.71% | 9.63% | 22.23% | 3.108 | -0.38 | 1.11 | 1.07 | 15.54 | 5.93% | 1.13% | 34.72 | 22.68 | 42.73% | 61.97% | 44.77% | 19.95 | 19.95 | 25.11 | 13.73% | 1.04 | -35.90% | 15.70* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 84.84 | 0.000 | - | 35.31% | 12.91% | 150.11 | 至少还需10天5/15 | 30*** 转股价不下修记录
| 印染 | 安徽 | 101.67 | AA- | 增强 | 35.21% | 10.99 | 20.41 | 0/15 | 30 | 108.30 | 26.60% | 26.60% | 38.15% | 28-06-23 | 3.23年 | 5.298 | 941.28 | 1924.61 | 1.55% | 0.97% | -0.61% | -1.32% | 增强 | 54.25% ↓ | 5.298 | 6.082 | 112.60 | - | ||||||||||
273 | | 123064 | 万孚转债 | 119.449 | -0.23% | 0.04% | -2.63% | 2.64% | 8.89% | 9.91% | 2.64% | 300482 | 万孚生物 | 23.77 | -0.08% | 0.59% | -0.71% | 6.07% | -18.03% | -8.69% | 6.07% | 10.65% | 1.447 | -0.65 | 0.61 | 2.09 | 24.61 | 10.86% | 1.65% | 17.59 | 3.61 | 9.27% | 17.53% | 0.24% | 102.31 | 114.43 | 27.65 | -51.33% | 4.88 | -59.26% | 27.00** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 88.04 | 0.000 | - | 35.68% | 9.94% | 155.13 | 0/15 | 30**** 转股价不下修记录
| 体外诊断 | 广东 | 108.65 | AA | 增强 | 43.54% | 18.90 | 35.10 | 0/15 | 30 | 110.00 | 5.80% | 5.20% | 19.64% | 26-09-01 | 1.41年 | 5.977 | 1111.81 | 13307.22 | 1.56% | 1.30% | -4.62% | -6.06% | 增强 | 33.66% ↑ | 5.977 | 7.139 | 111.80 | - | ||||||||||
274 | | 113657 | 再22转债 | 115.300 | -0.17% | -0.61% | -0.93% | 0.96% | 14.43% | 11.10% | 0.96% | 603601 | 再升科技 | 3.61 | 0.28% | -1.63% | 5.25% | 7.44% | 6.68% | -0.34% | 7.44% | 10.98% | 3.357 | -0.58 | 1.18 | 1.66 | -190.00 | 1.74% | 0.83% | -1.00 | 10.66 | 16.57% | 26.85% | - | 36.88 | 36.88 | 16.56 | 2.30% | 0.38 | -74.76% | 4.25* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 84.94 | 0.000 | - | 35.74% | 12.94% | 151.04 | 暂不 2025-08-07 重新计**** 转股价不下修记录
| 玻纤制造 | 重庆 | 102.09 | AA- | 增强 | 36.64% | 3.40 | 5.53 | 0/15 | 30 | 110.00 | 13.80% | 13.80% | 39.26% | 28-09-29 | 3.49年 | 5.099 | 1058.48 | 4837.47 | 1.81% | 1.31% | -0.25% | -0.99% | 增强 | 32.06% ↓ | 5.099 | 5.879 | 114.30 | - | ||||||||||
275 下修无限制 | | 111013 | 新港转债 | 119.922 | -0.35% | -0.01% | -0.35% | 5.26% | 2.76% | 4.80% | 5.26% | 605162 | 新中港 | 7.81 | 0.64% | 1.30% | 7.43% | 15.02% | 4.97% | 10.60% | 15.02% | 26.71% | 3.769 | -0.79 | 1.09 | 2.45 | 23.96 | 12.39% | 2.31% | 30.20 | 29.84 | 22.75% | 29.95% | 12.51% | 31.28 | 31.28 | 9.56 | -0.96% | 1.49 | 28.20% | 8.85 | 88.25 | 0.000 | - | 35.89% | 14.43% | 155.81 | 0/15 | 30** 转股价不下修记录
| 热力服务 | 浙江 | 104.80 | AA- | 增强 | 44.67% | 6.20 | 11.51 | 0/15 | 30 | 115.00 | 11.80% | 11.80% | 13.83% | 29-03-08 | 3.93年 | 3.684 | 1567.43 | 3737.56 | 3.55% | 1.20% | -0.05% | -0.91% | 增强 | 55.52% ↓ | 3.684 | 4.418 | 119.70 | 下修无限制 | ||||||||||
276 | | 123252 | 银邦转债 | 124.913 | -1.18% | -2.27% | -6.87% | 24.91% | 24.91% | 24.91% | 24.91% | 300337 | 银邦股份 | 11.50 | -1.71% | -4.17% | -16.61% | 3.42% | -12.21% | 60.87% | 3.42% | 48.36% | 5.550 | -4.76 | -12.75 | 5.46 | 96.64 | 4.01% | 0.17% | 65.39 | 89.14 | 60.43% | 67.89% | 7.46% | 81.81 | 94.52 | 44.57 | 12.99% | 0.64 | -4.19% | 12.52 | 91.85 | 0.000 | 99天 | 35.99% | 31.24% | 160.90 | 0/15 | 30 转股价不下修记录
| 铝 | 江苏 | 95.18 | AA- | 增强 | 79.16% | 8.76 | 16.28 | 0/15 | 30 | 113.00 | 9.60% | 8.30% | - | 31-01-06 | 5.76年 | 7.850 | 4563.45 | 17480.10 | 4.64% | 2.13% | -1.03% | -1.56% | 增强 | 33.20% | 5.436 | 6.790 | 117.80 | - | ||||||||||
277 | | 127103 | 东南转债 | 105.399 | 0.86% | -0.42% | -1.24% | 2.49% | 3.94% | -0.57% | 2.49% | 002135 | 东南网架 | 4.39 | 1.62% | 0.00% | 2.09% | 3.29% | -9.30% | -8.43% | 3.29% | 24.46% | 4.468 | -0.01 | 0.57 | 0.75 | 26.61 | 5.19% | 2.35% | 19.92 | 2.81 | 47.42% | 67.53% | - | 45.83 | 48.97 | 129.96 | 7.72% | 3.26 | 12.26% | 5.67 | 77.43 | 0.000 | - | 36.13% | 4.35% | 141.53 | 至少还需5天10/15 | 30** 转股价不下修记录
| 钢结构 | 浙江 | 101.01 | AA | 增强 | 35.02% | 3.97 | 7.37 | 0/15 | 30 | 108.00 | 43.60% | 40.80% | 31.09% | 30-01-03 | 4.76年 | 19.999 | 5324.85 | 7941.29 | 2.53% | 1.74% | 1.47% | 0.96% | 增强 | 53.37% ↑ | 19.999 | 21.079 | 112.80 | - | ||||||||||
278 | | 113051 | 节能转债 | 118.702 | 0.12% | -0.23% | -0.98% | -0.32% | 1.40% | 3.24% | -0.32% | 601016 | 节能风电 | 2.99 | 1.01% | -3.55% | 1.01% | -5.68% | -12.57% | 1.27% | -5.68% | 10.80% | 2.186 | -0.61 | -2.35 | 1.10 | 14.80 | 9.26% | 2.81% | 17.56 | 2.10 | 55.77% | 58.41% | - | 178.41 | 193.55 | 51.16 | -2.37% | 15.11 | -7.31% | 3.44 | 86.92 | 0.000 | - | 36.57% | 9.47% | 155.27 | 0/15 | 30** 转股价不下修记录
| 风力发电 | 北京 | 108.43 | AA+ | 增强 | 26.02% | 2.41 | 4.47 | 0/15 | 30 | 110.00 | 16.80% | 15.50% | 17.82% | 27-06-21 | 2.22年 | 29.985 | 4831.89 | 19235.57 | 1.36% | 1.09% | -2.12% | -3.17% | 增强 | 66.79% ↑ | 29.985 | 35.593 | 113.30 | - | ||||||||||
279 | | 127045 | 牧原转债 | 118.290 | 1.02% | 0.80% | 2.67% | 5.18% | 2.24% | 3.05% | 5.18% | 002714 | 牧原股份 | 39.49 | 1.15% | -0.75% | 7.16% | 2.73% | -10.58% | -5.55% | 2.73% | 13.79% | 2.371 | 1.27 | 2.24 | 3.00 | 11.51 | -6.38% | 2.11% | 28.30 | 3.00 | 48.46% | 58.68% | 5.23% | 1504.85 | 2157.25 | 1108.61 | -11.19% | -42.63 | -132.14% | 45.74 | 86.34 | 0.000 | - | 37.01% | 13.06% | 155.30 | 至少还需15天3/15 | 30* 转股价不下修记录
| 生猪养殖 | 河南 | 104.63 | AA+ | 增强 | 28.95% | 32.02 | 59.46 | 0/15 | 30 | 107.00 | 6.30% | 4.40% | 35.23% | 27-08-16 | 2.37年 | 95.432 | 12343.90 | 145050.07 | 1.10% | 0.97% | -3.18% | -3.90% | 增强 | 36.06% ↑ | 95.432 | 112.887 | 109.70 | - | ||||||||||
280 | | 123118 | 惠城转债 | 1710.00 | -2.95% | 4.81% | 24.79% | 79.17% | 170.42% | 552.67% | 79.17% | 300779 | 惠城环保 | 140.35 | -4.37% | -3.21% | -0.64% | 43.80% | 110.36% | 381.58% | 43.80% | 69.38% | 7.028 | 11.64 | -1.45 | 20.59 | 662.03 | 13.66% | 0.08% | 90.30 | 98.94 | 58.42% | 66.12% | 19.06% | 219.71 | 275.15 | 10.71 | 194.76% | 1.39 | 5499.75% | 11.25 | 1247.56 | 0.000 | - | 37.07% | 1504.0% | 1747.07 | 0/15 | 30** 转股价不下修记录
| 固废治理 | 山东 | 106.61 | A+ | 增强 | 63.55% | 7.88 | 14.63 | 不强赎 2025-05-26重新计 | 115.00 | 0.60% | 0.50% | 4.37% | 27-07-07 | 2.26年 | 1.239 | 158345.43 | 44708.49 | 74.00% | 2.00% | -69.64% | -70.02% | 增强 | 29.91% ↓ | 1.239 | 21.187 | 119.30 | - | ||||||||||
281 优点:
下修无限制
最近换手率很高,很活跃
创业板
虽然质押很高,但是大股东是淄博财政局 有一定的安全垫片
最近公司签约了2个大合同,会带来较大的收益。
正股市值 33亿 溢价率15.3%
规模: 5.608 转债占比 17.00%
剩余 3.84年 到期赎回价:115
115以下可买入少量 | | 123162 | 东杰转债 | 114.089 | -0.03% | 0.11% | -5.06% | 2.40% | 11.38% | 5.74% | 2.40% | 300486 | 东杰智能 | 6.70 | 0.60% | -2.62% | -15.08% | -2.05% | -7.33% | 5.51% | -2.05% | 40.56% | 3.323 | -1.44 | -6.87 | 2.07 | -8.35 | -16.31% | 0.00% | -1.00 | 22.75 | 41.13% | 57.35% | 18.31% | 26.54 | 27.31 | 8.72 | -23.73% | -2.48 | -645.89% | 8.05 | 83.23 | 0.000 | - | 37.08% | 46.72% | 151.17 | 暂不 2025-04-29 重新计** 转股价不下修记录
| 其他自动化设备 | 山西 | 77.76 | BBB+ | 增强 | 76.79% | 5.64 | 10.47 | 0/15 | 30 | 115.00 | 21.10% | 20.50% | 26.55% | 28-10-14 | 3.53年 | 5.608 | 916.17 | 5153.62 | 1.43% | 1.94% | 1.60% | 0.58% | 增强 | 29.56% ↓ | 5.608 | 6.398 | 120.50 | 优点:
下修无限制
最近换手率很高,很活跃
创业板
虽然质押很高,但是大股东是淄博财政局 有一定的安全垫片
最近公司签约了2个大合同,会带来较大的收益。
正股市值 33亿 溢价率15.3%
规模: 5.608 转债占比 17.00%
剩余 3.84年 到期赎回价:115
115以下可买入少量 | ||||||||||
282 | | 110090 | 爱迪转债 | 122.038 | -2.36% | -3.84% | -11.57% | -1.10% | 3.66% | -2.98% | -1.10% | 600933 | 爱柯迪 | 16.05 | -3.08% | -9.58% | -18.53% | -11.76% | 25.78% | -20.92% | -1.53% | 24.25% | 3.407 | -6.25 | -13.99 | 1.92 | 17.97 | 14.99% | 1.79% | 24.35 | 14.20 | 29.24% | 40.42% | - | 156.87 | 158.07 | 59.57 | 39.67% | 9.13 | 40.84% | 18.03 | 89.02 | 0.000 | - | 37.09% | 15.85% | 159.13 | 0/15 | 30* 转股价不下修记录
| 底盘与发动机系统 | 浙江 | 105.34 | AA | 增强 | 48.41% | 12.62 | 23.44 | 0/15 | 30 | 110.00 | 10.00% | 9.90% | 35.68% | 28-09-23 | 3.48年 | 15.697 | 11231.42 | 28834.02 | 5.79% | 1.80% | -2.03% | -2.72% | 增强 | 30.51% ↑ | 15.697 | 19.156 | 113.80 | - | ||||||||||
283 | | 128122 | 兴森转债 | 122.287 | -2.93% | -3.71% | -7.48% | 0.40% | -0.46% | -10.41% | 0.40% | 002436 | 兴森科技 | 11.93 | -2.77% | -6.36% | -12.79% | 7.38% | 1.79% | -13.43% | 7.38% | 25.71% | -1.192 | -5.46 | -8.97 | 3.95 | - | 3.41% | 0.42% | 98.54 | 58.48 | 44.96% | 60.05% | 3.28% | 179.00 | 201.57 | 53.60 | 0.11% | 2.11 | -59.82% | 13.38 | 89.16 | 0.000 | - | 37.15% | 11.84% | 159.44 | 0/20 | 30** 转股价不下修记录
| 印制电路板 | 广东 | 109.34 | AA | 增强 | 51.82% | 8.03 | 17.39 | 0/20 | 30 | 110.00 | 1.50% | 1.30% | 39.53% | 25-07-23 | 0.30年 | 2.678 | 5014.71 | 42735.09 | 15.19% | 2.36% | -33.34% | -38.76% | 增强 | 38.52% ↑ | 2.678 | 3.275 | 110.00 | - | ||||||||||
284 | | 127027 | 能化转债 | 116.652 | -0.55% | -0.37% | -0.30% | -1.27% | -1.51% | 0.82% | -1.27% | 000552 | 甘肃能化 | 2.55 | 0.79% | -1.16% | 3.24% | -7.27% | -16.67% | -13.30% | -7.27% | 15.58% | 1.689 | -0.67 | -0.66 | 0.80 | 12.09 | 12.75% | 3.92% | 29.80 | 5.37 | 31.09% | 45.48% | - | 95.01 | 136.47 | 112.59 | -8.17% | 17.38 | -45.16% | 3.00 | 85.00 | 0.000 | - | 37.24% | 7.78% | 153.89 | 暂不 2025-10-09 重新计* 转股价不下修记录
| 动力煤 | 甘肃 | 108.23 | AAA | 增强 | 35.31% | 2.10 | 3.90 | 0/15 | 30 | 110.00 | 20.50% | 14.30% | 22.07% | 26-12-10 | 1.69年 | 19.464 | 4544.87 | 6626.40 | 1.99% | 0.70% | -2.51% | -3.75% | 增强 | 33.23% ↑ | 19.464 | 22.705 | 111.80 | - | ||||||||||
285 79.695 (2024-07-24) 防守蛮差的 规模5.15亿规模中等。
下修无限制 下修过2次,每次都是不到底,2025-05-26重新计算
深主板 环保-环保设备Ⅱ-环保设备Ⅲ
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 5.32 1.95 68
2022年 4 -3.64 85
2023年 -1.59 5.46 69
2024年 预估-3.5 预估0.85 53
1:剩余的转债规模5.15亿约等于最近3年多的公司净利润
2:当前价格108.7 到期赎回价115 2028-12-02 剩余年限3.7
3:流通市值为40亿元,自由流通市值为23.5亿元(中等)
4:实控人股份占比34.5%不错。
5:从净利润和营业收入来看暂无退市风险。
6:质押:39.7% 质押非常严重 公司目前处于中估状态
7:公司流动资产: 8.4亿货币资金(不包括应收账款和票据7.4亿) => 36.7
到期收益:2.8%
流动负债总计 16.74亿(包含短期负债4.5 + 应付账款和票据9.5亿)
非流动负债总计: 7亿(包含长期借款2.42亿+ 应付债券4.26亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于高位,公司短期和长期偿债压力很大,公司现金流一般。转债规模一般,公司不想还钱在观望所以一直不下修到底,剩余年限3.7年很长。 建议105接入 101可稍微重仓介入 | | 127077 | 华宏转债 | 113.000 | -0.62% | 1.63% | 2.05% | 9.44% | 11.22% | 0.55% | 9.44% | 002645 | 华宏科技 | 9.16 | -1.19% | 5.29% | 22.46% | 34.31% | 10.63% | -17.77% | 34.31% | 29.60% | 3.452 | 0.90 | 8.60 | 1.45 | -38.81 | -4.12% | 0.00% | -1.00 | 7.73 | 22.57% | 38.33% | 39.77% | 46.98 | 53.27 | 68.81 | -18.81% | -1.59 | -139.06% | 11.14** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 82.23 | 0.000 | - | 37.43% | 15.12% | 150.43 | 暂不 2025-05-26 重新计***** 转股价不下修记录
| 环保设备 | 江苏 | 98.16 | A | 增强 | 52.30% | 7.80 | 14.48 | 0/15 | 30 | 115.00 | 11.00% | 9.70% | 59.49% | 28-12-02 | 3.67年 | 5.149 | 6910.38 | 34394.22 | 11.81% | 7.33% | 1.71% | 0.75% | 增强 | 36.47% ↓ | 5.149 | 5.818 | 120.10 | 79.695 (2024-07-24) 防守蛮差的 规模5.15亿规模中等。
下修无限制 下修过2次,每次都是不到底,2025-05-26重新计算
深主板 环保-环保设备Ⅱ-环保设备Ⅲ
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 5.32 1.95 68
2022年 4 -3.64 85
2023年 -1.59 5.46 69
2024年 预估-3.5 预估0.85 53
1:剩余的转债规模5.15亿约等于最近3年多的公司净利润
2:当前价格108.7 到期赎回价115 2028-12-02 剩余年限3.7
3:流通市值为40亿元,自由流通市值为23.5亿元(中等)
4:实控人股份占比34.5%不错。
5:从净利润和营业收入来看暂无退市风险。
6:质押:39.7% 质押非常严重 公司目前处于中估状态
7:公司流动资产: 8.4亿货币资金(不包括应收账款和票据7.4亿) => 36.7
到期收益:2.8%
流动负债总计 16.74亿(包含短期负债4.5 + 应付账款和票据9.5亿)
非流动负债总计: 7亿(包含长期借款2.42亿+ 应付债券4.26亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于高位,公司短期和长期偿债压力很大,公司现金流一般。转债规模一般,公司不想还钱在观望所以一直不下修到底,剩余年限3.7年很长。 建议105接入 101可稍微重仓介入 | ||||||||||
286 下修wu限制 | | 123168 | 惠云转债 | 114.954 | 0.31% | -2.91% | -2.40% | 3.40% | 2.64% | 6.42% | 3.40% | 300891 | 惠云钛业 | 8.99 | 1.93% | -10.10% | 2.63% | 10.04% | -9.10% | 11.49% | 10.04% | 25.24% | 3.451 | -1.58 | -2.18 | 2.66 | 105.77 | 3.02% | 0.33% | 91.89 | 23.49 | 41.76% | 52.04% | - | 29.88 | 35.96 | 16.52 | 9.22% | 0.41 | 189.59% | 10.75 | 83.63 | 0.000 | - | 37.46% | 8.29% | 152.41 | 暂不 2025-09-03 重新计** 转股价不下修记录
| 钛白粉 | 广东 | 106.15 | AA- | 增强 | 58.79% | 7.53 | 13.98 | 0/15 | 30 | 115.00 | 16.40% | 13.60% | 34.50% | 28-11-23 | 3.64年 | 4.899 | 3559.00 | 9210.78 | 6.33% | 3.11% | 1.14% | 0.20% | 增强 | 30.08% ↓ | 4.899 | 5.632 | 119.70 | 下修wu限制 | ||||||||||
287 | | 113563 | 柳药转债 | 111.238 | -0.76% | -0.78% | -1.36% | -0.88% | -3.83% | -8.18% | -0.88% | 603368 | 柳药集团 | 17.73 | -0.51% | -1.23% | 2.43% | -0.73% | -10.86% | -15.87% | -0.73% | 16.47% | 0.797 | -2.02 | -2.13 | 0.93 | 8.45 | 13.45% | 3.38% | 6.69 | 3.39 | 33.94% | 62.68% | 8.20% | 70.42 | 70.72 | 208.12 | 9.23% | 8.50 | 21.11% | 21.93 | 80.85 | 0.000 | - | 37.59% | 4.66% | 148.83 | 暂不 2025-08-26 重新计***** 转股价不下修记录
| 医药流通 | 广西 | 106.29 | AA | 增强 | 29.98% | 15.35 | 28.51 | 0/15 | 30 | 108.00 | 11.40% | 11.30% | 21.23% | 26-01-16 | 0.79年 | 8.019 | 2068.19 | 11090.38 | 2.32% | 1.57% | -3.70% | -5.53% | 增强 | 26.96% ↓ | 8.019 | 8.920 | 108.00 | - | ||||||||||
288 | | 127096 | 泰坦转债 | 126.901 | -0.63% | 1.38% | 1.68% | 3.17% | 5.75% | -40.48% | 3.17% | 003036 | 泰坦股份 | 12.31 | -2.07% | -6.39% | 4.32% | 1.07% | 28.50% | 27.50% | 1.07% | 51.46% | 4.392 | 1.39 | -1.77 | 1.85 | 37.08 | 9.81% | 3.41% | 73.17 | 27.15 | 18.50% | 53.81% | 25.46% | 26.59 | 26.59 | 14.00 | -12.50% | 1.30 | -0.15% | 13.39 | 91.93 | 0.000 | - | 38.03% | 49.61% | 164.93 | 0/20 | 30* 转股价不下修记录
| 纺织服装设备 | 浙江 | 84.82 | A | 增强 | 51.49% | 9.37 | 17.41 | 0/15 | 30 | 115.00 | 11.10% | 11.10% | 3.82% | 29-10-25 | 4.56年 | 2.950 | 7465.40 | 3770.70 | 19.92% | 1.42% | -1.08% | -1.85% | 增强 | 60.34% ↓ | 2.950 | 3.744 | 120.90 | - | ||||||||||
289 | | 123121 | 帝尔转债 | 122.533 | -0.94% | -1.18% | -1.71% | 2.64% | 2.88% | 10.83% | 2.64% | 300776 | 帝尔激光 | 65.60 | -3.43% | -3.77% | 0.71% | 3.18% | -8.89% | 40.37% | 3.18% | 16.24% | 2.282 | -0.72 | -0.15 | 5.41 | 39.23 | 16.09% | 0.53% | 37.54 | 23.33 | 19.03% | 48.11% | 0.99% | 109.95 | 179.46 | 16.09 | 21.49% | 4.61 | 12.16% | 73.99 | 88.66 | 0.000 | - | 38.20% | 9.99% | 160.73 | 暂不 2025-07-23 重新计**** 转股价不下修记录
| 光伏加工设备 | 湖北 | 111.40 | AA- | 增强 | 58.63% | 51.79 | 96.19 | 0/15 | 30 | 115.00 | 7.50% | 4.60% | 42.54% | 27-08-05 | 2.34年 | 8.297 | 2762.18 | 22819.68 | 2.71% | 2.04% | -1.27% | -2.65% | 增强 | 32.26% ↓ | 8.297 | 10.167 | 119.00 | - | ||||||||||
290 | | 111021 | 奥锐转债 | 118.254 | -0.67% | -1.71% | -0.72% | -1.87% | -5.03% | 18.25% | -1.87% | 605116 | 奥锐特 | 21.52 | -1.24% | -1.42% | 6.85% | 1.89% | -15.34% | -4.40% | 1.89% | 27.02% | 5.051 | -0.97 | 2.01 | 3.85 | 25.11 | 16.09% | 1.02% | 9.07 | 12.62 | 27.33% | 38.55% | 0.48% | 85.54 | 87.41 | 12.63 | 25.24% | 2.89 | 37.19% | 25.23 | 85.30 | 0.000 | - | 38.64% | 19.05% | 156.89 | 至少还需11天4/15 | 30* 转股价不下修记录
| 原料药 | 浙江 | 99.33 | AA- | 增强 | 35.12% | 17.66 | 32.80 | 0/15 | 30 | 115.00 | 9.50% | 9.30% | 0.13% | 30-07-26 | 5.32年 | 8.121 | 3522.63 | 3194.62 | 3.66% | 0.37% | 0.28% | -0.37% | 增强 | 79.54% | 8.121 | 9.603 | 120.00 | - | ||||||||||
291 下修无限制 | | 123214 | 东宝转债 | 114.455 | 0.12% | -0.20% | -4.72% | 0.49% | 5.00% | 6.93% | 0.49% | 300239 | 东宝生物 | 5.49 | 0.55% | -0.72% | -0.18% | -12.30% | -8.80% | 5.80% | -12.30% | 21.04% | 4.102 | -1.74 | 0.27 | 1.90 | 40.97 | 7.46% | 0.40% | 14.87 | 5.98 | 21.98% | 36.68% | 18.75% | 32.38 | 32.59 | 9.75 | 3.30% | 1.20 | 9.55% | 6.65 | 82.56 | 0.000 | - | 38.64% | 23.76% | 153.10 | 暂不 2025-09-17 重新计*** 转股价不下修记录
| 其他生物制品 | 内蒙古 | 92.48 | A+ | 增强 | 47.61% | 4.66 | 8.65 | 0/15 | 30 | 113.00 | 14.10% | 14.00% | 37.27% | 29-07-31 | 4.33年 | 4.550 | 959.33 | 6710.66 | 1.84% | 2.06% | 0.72% | -0.01% | 增强 | 43.82% ↑ | 4.550 | 5.208 | 118.00 | 下修无限制 | ||||||||||
292 下修有限制 | | 113656 | 嘉诚转债 | 116.446 | -0.43% | -0.74% | -2.29% | 4.84% | 13.14% | 4.78% | 4.84% | 603535 | DR嘉诚国 | 8.68 | 0.70% | -2.78% | -2.05% | 7.92% | 21.50% | 23.91% | 7.92% | 18.64% | 3.255 | -1.39 | -1.91 | 1.69 | 21.59 | 6.92% | 0.45% | 29.44 | 26.00 | 34.58% | 44.37% | - | 41.46 | 44.35 | 12.25 | -4.10% | 1.64 | -3.96% | 10.35 | 83.87 | 0.000 | - | 38.85% | 9.03% | 155.30 | 至少还需12天3/15 | 30* 转股价不下修记录
| 跨境物流 | 广东 | 106.80 | AA- | 增强 | 42.61% | 7.25 | 13.46 | 0/15 | 30 | 115.00 | 19.30% | 18.00% | 34.64% | 28-09-01 | 3.42年 | 7.999 | 1661.44 | 5358.94 | 1.79% | 1.31% | 0.73% | -0.26% | 增强 | 69.85% ↓ | 7.999 | 9.315 | 119.30 | 下修有限制 | ||||||||||
293 | | 123232 | 金现转债 | 123.023 | -0.92% | -1.81% | -7.17% | 0.10% | 1.27% | 7.14% | 0.10% | 300830 | 金现代 | 8.30 | -1.31% | -2.35% | -15.31% | 1.97% | -8.08% | 17.94% | 1.97% | 36.36% | 4.457 | -3.48 | -7.26 | 3.07 | 377.27 | 1.05% | 0.28% | 66.30 | 31.94 | 14.40% | 21.26% | - | 26.19 | 35.70 | 5.08 | -19.11% | 0.13 | -77.88% | 9.37 | 88.58 | 0.000 | - | 38.88% | 32.65% | 161.90 | 0/15 | 30** 转股价不下修记录
| 垂直应用软件 | 山东 | 92.74 | A+ | 增强 | 68.34% | 6.56 | 12.18 | 0/15 | 30 | 115.00 | 7.70% | 5.70% | 31.37% | 29-11-27 | 4.66年 | 2.025 | 1068.11 | 4550.70 | 4.27% | 1.72% | -0.44% | -1.19% | 增强 | 41.16% ↑ | 2.025 | 2.491 | 120.60 | - | ||||||||||
294 | | 123182 | 广联转债 | 120.889 | -0.51% | -3.05% | -4.81% | -0.02% | 1.59% | 1.80% | -0.02% | 300900 | 广联航空 | 19.87 | -1.29% | -7.54% | -6.93% | -9.68% | -15.73% | -3.05% | -9.68% | 26.06% | 3.804 | -2.86 | -8.21 | 3.82 | 114.20 | 6.57% | 0.36% | 72.69 | 45.27 | 58.60% | 64.74% | 14.73% | 43.62 | 58.94 | 7.40 | 11.50% | 1.05 | -30.28% | 22.86 | 86.92 | 0.000 | - | 39.08% | 25.40% | 159.97 | 0/15 | 30** 转股价不下修记录
| 航空装备 | 黑龙江 | 96.40 | A+ | 增强 | 64.58% | 16.00 | 29.72 | 0/15 | 30 | 115.00 | 16.00% | 11.90% | 57.76% | 29-03-22 | 3.97年 | 6.996 | 1412.14 | 10133.67 | 1.67% | 2.31% | -0.13% | -1.00% | 增强 | 28.39% ↓ | 6.996 | 8.457 | 120.30 | - | ||||||||||
295 | | 123133 | 佩蒂转债 | 120.000 | -3.19% | -2.16% | -3.61% | -2.20% | 3.81% | 11.06% | -2.20% | 300673 | 佩蒂股份 | 15.42 | -12.14% | -8.70% | -6.60% | -13.03% | -1.47% | 30.57% | -13.03% | 15.22% | 2.639 | -2.90 | -9.17 | 1.96 | 21.84 | -0.59% | 0.00% | 8.73 | 18.32 | 29.04% | 35.88% | 1.55% | 24.98 | 38.37 | 14.11 | -18.51% | -0.11 | -108.72% | 17.92* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 86.05 | 0.000 | - | 39.46% | 9.90% | 159.46 | 0/15 | 30*** 转股价不下修记录
| 宠物食品 | 浙江 | 109.19 | AA- | 增强 | 44.19% | 12.54 | 23.30 | 0/15 | 30 | 115.00 | 28.80% | 18.80% | 40.66% | 27-12-22 | 2.72年 | 7.198 | 5677.39 | 32576.57 | 6.55% | 12.79% | -0.47% | -1.64% | 增强 | 39.95% ↓ | 7.198 | 8.638 | 118.50 | - | ||||||||||
296 | | 113673 | 岱美转债 | 117.472 | -1.26% | -1.74% | -2.81% | -1.18% | -6.97% | -2.60% | -1.18% | 603730 | 岱美股份 | 8.35 | -2.22% | -4.35% | -3.02% | -7.12% | -25.25% | -6.04% | -7.12% | 17.19% | 4.105 | -1.89 | -3.00 | 3.00 | 18.89 | 15.05% | 3.69% | 20.32 | 21.34 | 22.73% | 34.70% | 2.12% | 138.01 | 138.01 | 58.61 | 13.90% | 6.54 | 14.77% | 9.93* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 84.09 | 0.000 | - | 39.70% | 11.02% | 157.17 | 至少还需13天2/15 | 30 转股价不下修记录
| 车身附件及饰件 | 上海 | 105.81 | AA | 增强 | 34.34% | 6.95 | 12.91 | 0/15 | 30 | 112.00 | 6.60% | 6.60% | 46.94% | 29-07-18 | 4.29年 | 9.079 | 3567.93 | 7378.88 | 3.34% | 0.53% | -0.14% | -0.82% | 增强 | 51.16% ↓ | 9.079 | 10.665 | 116.80 | - | ||||||||||
297 下修无限制 | | 123130 | 设研转债 | 114.129 | -0.39% | -0.78% | -5.28% | -1.09% | -4.90% | -1.14% | -1.09% | 300732 | 设研院 | 6.56 | 0.77% | -0.76% | -5.75% | -1.80% | -27.91% | -13.55% | -1.80% | 21.69% | 2.509 | -1.91 | -2.67 | 0.79 | -18.12 | 4.64% | 3.05% | -1.00 | 4.08 | 34.98% | 59.02% | 1.54% | 21.25 | 21.28 | 23.27 | -7.34% | 1.37 | -45.00% | 8.05* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 81.49 | 0.000 | - | 40.05% | 4.64% | 154.18 | 暂不 2025-07-23 重新计** 转股价不下修记录
| 工程咨询服务 | 河南 | 109.07 | AA | 增强 | 65.31% | 5.64 | 10.47 | 0/15 | 30 | 112.00 | 17.70% | 17.60% | 28.15% | 27-11-11 | 2.61年 | 3.754 | 1456.55 | 2561.34 | 3.40% | 1.21% | 0.40% | -0.65% | 增强 | 27.74% ↓ | 3.754 | 4.284 | 115.30 | 下修无限制 | ||||||||||
298 | | 127026 | 超声转债 | 116.190 | -0.88% | -1.48% | -4.68% | -0.01% | 4.69% | 7.14% | -0.01% | 000823 | 超声电子 | 10.29 | -3.83% | -5.34% | -4.01% | -0.29% | 4.47% | 20.65% | -0.29% | 14.84% | 1.698 | -2.58 | -6.22 | 1.16 | 27.44 | 4.31% | 0.97% | 37.88 | 6.95 | 21.33% | 36.57% | 14.90% | 55.25 | 55.26 | 54.57 | -18.22% | 1.96 | -52.98% | 12.42 | 82.85 | 0.000 | - | 40.24% | 9.51% | 156.43 | 至少还需13天6/15 | 30***** 转股价不下修记录
| 印制电路板 | 广东 | 106.10 | AA | 增强 | 41.79% | 8.69 | 16.15 | 0/15 | 30 | 108.00 | 12.70% | 12.70% | 21.71% | 26-12-08 | 1.68年 | 6.997 | 1367.11 | 18290.64 | 1.68% | 3.27% | -3.34% | -4.38% | 增强 | 38.38% ↓ | 6.997 | 8.130 | 109.80 | - | ||||||||||
299 | | 128129 | 青农转债 | 107.906 | 0.12% | 0.27% | 0.33% | -1.41% | 2.92% | 3.16% | -1.41% | 002958 | 青农商行 | 3.17 | 0.00% | 3.93% | 5.67% | 4.28% | 3.26% | 21.06% | 4.28% | 3.32% | 1.346 | 0.35 | 4.31 | 0.43 | 6.86 | 7.33% | 3.15% | 57.83 | 31.21 | 65.73% | 91.31% | 3.92% | 156.59 | 176.11 | 103.25 | 3.84% | 25.68 | 10.82% | 4.12* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 76.94 | 0.000 | - | 40.24% | 1.11% | 148.15 | 30/15 | 30 转股价不下修记录
| 农商行 | 山东 | 106.72 | AAA | 增强 | 25.90% | - | 5.36 | 0/15 | 30 | 108.00 | 31.90% | 28.40% | 33.39% | 26-08-25 | 1.40年 | 49.997 | 9814.06 | 18474.73 | 1.82% | 1.18% | 1.14% | -0.15% | 增强 | 30.04% ↓ | 49.997 | 53.950 | 109.60 | - | ||||||||||
300 | | 113689 | 洛凯转债 | 136.202 | 3.56% | -2.05% | -18.12% | -26.40% | 36.20% | 36.20% | -26.40% | 603829 | 洛凯股份 | 14.98 | 0.54% | 0.81% | 4.90% | 11.13% | -6.72% | 14.30% | 11.13% | 96.58% | 5.410 | -9.75 | 1.81 | 2.39 | 23.05 | 12.17% | 0.67% | 20.38 | 38.58 | 24.67% | 52.21% | 3.13% | 23.97 | 23.97 | 19.64 | 22.06% | 1.09 | 44.57% | 15.45 | 96.96 | 0.000 | 17天 | 40.48% | 38.90% | 176.68 | 0/15 | 30 转股价不下修记录
| 配电设备 | 江苏 | 98.06 | AA- | 增强 | 43.13% | 10.82 | 20.09 | 0/15 | 30 | 115.00 | 16.80% | 16.80% | - | 30-10-16 | 5.54年 | 4.030 | 112386.94 | 3297.69 | 203.34% | 1.39% | -2.31% | -2.90% | 增强 | 70.79% | 1.237 | 1.685 | 119.90 | - | ||||||||||
301 下修有限制 | | 113644 | 艾迪转债 | 120.400 | -1.92% | -1.55% | -1.81% | 6.04% | 8.93% | 10.36% | 6.04% | 603638 | 艾迪精密 | 20.23 | -8.50% | -4.30% | -1.99% | 19.78% | 13.22% | 26.41% | 19.78% | 14.99% | 2.914 | -1.30 | -4.79 | 4.93 | 54.38 | 9.07% | 0.60% | 58.77 | 28.92 | 32.98% | 46.96% | 8.16% | 168.13 | 168.13 | 22.35 | 10.39% | 2.79 | 11.77% | 23.63 | 85.61 | 0.000 | - | 40.64% | 10.69% | 161.04 | 暂不 2025-10-16 重新计**** 转股价不下修记录
| 工程机械器件 | 山东 | 108.77 | AA- | 增强 | 33.32% | 16.54 | 30.72 | 0/15 | 30 | 115.00 | 5.90% | 5.90% | 43.63% | 28-04-15 | 3.04年 | 10.000 | 5553.15 | 28329.77 | 4.58% | 1.62% | -0.25% | -1.36% | 增强 | 29.63% ↑ | 10.000 | 12.040 | 119.50 | 下修有限制 | ||||||||||
302 | | 123229 | 艾录转债 | 124.120 | -0.52% | -1.96% | -3.72% | -10.96% | -7.10% | 7.46% | -10.96% | 301062 | 上海艾录 | 8.89 | -1.44% | -8.73% | -8.73% | -32.14% | -36.04% | -7.92% | -32.14% | 27.38% | 4.373 | -2.47 | -7.85 | 3.11 | 48.05 | 6.67% | 0.52% | 43.12 | 11.94 | 45.36% | 55.46% | 1.23% | 27.70 | 38.43 | 10.67 | -4.95% | 0.75 | -29.17% | 10.10 | 88.02 | 0.000 | - | 41.01% | 32.85% | 165.13 | 0/10 | 30 转股价不下修记录
| 纸包装 | 上海 | 93.43 | A+ | 增强 | 50.04% | 7.07 | 13.13 | 0/15 | 30 | 115.00 | 6.40% | 4.60% | 12.66% | 29-10-23 | 4.56年 | 1.780 | 675.33 | 6052.42 | 3.06% | 2.17% | -0.61% | -1.38% | 增强 | 59.38% ↑ | 1.780 | 2.209 | 120.80 | - | ||||||||||
303 | | 127097 | 三羊转债 | 133.000 | -0.05% | 0.39% | -0.96% | 0.58% | 5.23% | -38.23% | 0.58% | 001317 | 三羊马 | 35.34 | 4.93% | 6.74% | 10.68% | 27.26% | 29.26% | 19.37% | 27.26% | 56.40% | 4.472 | -0.02 | 8.35 | 3.30 | 321.27 | 2.50% | 0.34% | 78.23 | 40.59 | 41.29% | 50.65% | - | 14.84 | 28.29 | 9.80 | 21.82% | 0.20 | 29.00% | 37.53 | 94.17 | 0.000 | - | 41.24% | 45.32% | 174.24 | 0/15 | 30***** 转股价不下修记录
| 铁路运输 | 重庆 | 91.52 | A+ | 增强 | 47.74% | 26.27 | 48.79 | 0/15 | 30 | 113.00 | 14.10% | 7.40% | 0.10% | 29-10-26 | 4.57年 | 2.098 | 50470.99 | 24752.89 | 178.05% | 16.69% | -2.56% | -3.24% | 增强 | 15.73% ↓ | 2.098 | 2.790 | 118.40 | - | ||||||||||
304 下修有限制 | | 113647 | 禾丰转债 | 112.714 | 0.32% | 0.77% | 0.65% | 0.81% | 10.28% | 3.03% | 0.81% | 603609 | 禾丰股份 | 8.04 | 1.13% | 2.16% | 7.06% | -6.73% | 0.25% | 7.92% | -6.73% | 19.78% | 2.894 | 0.61 | 3.69 | 1.10 | -38.84 | -6.58% | 0.00% | -1.00 | 9.73 | 35.02% | 50.00% | 1.55% | 73.92 | 73.92 | 359.70 | 9.63% | -4.57 | -189.13% | 10.14 | 79.29 | 0.000 | - | 42.15% | 3.55% | 154.86 | 暂不 2025-08-26 重新计*** 转股价不下修记录
| 畜禽饲料 | 辽宁 | 108.85 | AA | 增强 | 31.47% | 7.10 | 13.18 | 0/15 | 30 | 112.00 | 19.80% | 19.80% | 44.01% | 28-04-22 | 3.06年 | 14.670 | 2985.49 | 4045.10 | 1.81% | 0.55% | 1.06% | 0.10% | 增强 | 28.25% ↓ | 14.670 | 16.535 | 116.30 | 下修有限制 | ||||||||||
305 | | 123085 | 万顺转2 | 112.603 | -0.77% | -0.79% | -5.85% | 2.01% | 0.18% | 2.34% | 2.01% | 300057 | 万顺新材 | 4.93 | 0.00% | -3.71% | -11.01% | 2.28% | -16.58% | -3.52% | 2.28% | 24.81% | 1.674 | -2.47 | -6.56 | 0.81 | -39.44 | -0.91% | 0.00% | -1.00 | 4.08 | 37.86% | 48.58% | - | 35.34 | 43.85 | 53.70 | -7.96% | -0.50 | -124.39% | 6.23* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 79.13 | 0.000 | - | 42.30% | 7.45% | 154.90 | 至少还需11天4/15 | 30 转股价不下修记录
| 铝 | 广东 | 104.80 | AA- | 增强 | 61.08% | 4.36 | 8.10 | 0/15 | 30 | 108.00 | 16.10% | 13.00% | 21.13% | 26-12-11 | 1.69年 | 5.701 | 1231.62 | 5757.52 | 1.92% | 1.63% | -1.50% | -2.55% | 增强 | 28.52% ↓ | 5.701 | 6.419 | 109.80 | - | ||||||||||
306 | | 113045 | 环旭转债 | 117.049 | -1.74% | -2.82% | -7.10% | 0.94% | 0.40% | 5.39% | 0.94% | 601231 | 环旭电子 | 15.44 | -5.80% | -9.34% | -15.12% | -6.42% | -8.10% | 6.59% | -6.42% | 16.05% | 1.934 | -3.62 | -9.86 | 1.89 | 23.36 | 12.02% | 1.76% | 39.43 | 3.63 | 29.13% | 54.85% | - | 339.09 | 339.09 | 607.92 | -11.27% | 19.48 | -36.34% | 18.83 | 82.00 | 0.000 | - | 42.75% | 10.75% | 159.80 | 0/15 | 30** 转股价不下修记录
| 消费电子零部件及组装 | 上海 | 105.69 | AA+ | 增强 | 39.71% | 13.18 | 24.48 | 0/20 | 30 | 108.00 | 10.20% | 10.20% | 23.20% | 27-03-04 | 1.92年 | 34.497 | 14684.45 | 56664.15 | 3.63% | 1.65% | -3.31% | -4.22% | 增强 | 44.93% ↓ | 34.497 | 40.378 | 109.80 | - | ||||||||||
307 | | 123194 | 百洋转债 | 116.940 | -1.05% | -1.32% | -4.93% | -3.39% | -10.99% | -14.46% | -3.39% | 301015 | 百洋医药 | 21.37 | -0.97% | -1.97% | -8.64% | -11.73% | -34.77% | -38.18% | -11.73% | 21.31% | 3.840 | -2.86 | -5.00 | 4.86 | 14.76 | 27.34% | 3.57% | 0.24 | 12.86 | 45.59% | 63.53% | 35.98% | 112.31 | 112.32 | 75.64 | 0.72% | 6.56 | 29.55% | 26.12 | 81.82 | 0.000 | - | 42.93% | 13.62% | 159.87 | 至少还需8天7/15 | 30** 转股价不下修记录
| 医药流通 | 山东 | 102.92 | AA- | 增强 | 47.03% | 18.28 | 33.96 | 0/15 | 30 | 113.00 | 7.50% | 7.50% | 58.23% | 29-04-14 | 4.03年 | 8.460 | 2678.65 | 9196.09 | 2.70% | 0.82% | 0.23% | -0.55% | 增强 | 40.46% ↑ | 8.460 | 9.893 | 118.00 | - | ||||||||||
308 | | 123031 | 晶瑞转债 | 306.998 | -0.10% | -0.68% | -1.95% | -9.27% | -9.97% | -5.97% | -9.27% | 300655 | 晶瑞电材 | 8.22 | -2.61% | -5.63% | -10.46% | -12.18% | -20.89% | -4.17% | -12.18% | 45.43% | - | -0.21 | -4.71 | 3.23 | -483.53 | 0.81% | 0.34% | -1.00 | 5.51 | 21.88% | 28.33% | - | 82.00 | 87.10 | 12.99 | -25.57% | 0.15 | -90.93% | 3.83 | 214.62 | 0.000 | - | 43.04% | 181.99% | 350.04 | 0/15 | 30 转股价不下修记录
| 电子化学品 | 江苏 | 108.87 | A+ | 增强 | 59.88% | 2.68 | 4.98 | 不强赎 2025-06-09重新计 | 111.00 | 0.60% | 0.60% | 2.64% | 25-08-29 | 0.41年 | 0.526 | 4899.03 | 21655.33 | 30.42% | 2.62% | -158.5% | -160.3% | 增强 | 11.58% ↓ | 0.526 | 1.615 | 111.00 | - | ||||||||||
309 生猪养殖
剩余年限3.39年,剩余时间太长,质押股份和负债太高,目前正在定增 | | 113648 | 巨星转债 | 116.490 | 0.29% | 0.10% | 1.38% | 9.81% | 4.16% | -20.86% | 9.81% | 603477 | 巨星农牧 | 20.52 | 0.10% | -1.06% | 17.12% | 15.61% | -1.20% | -44.48% | 15.61% | 25.64% | 2.945 | 1.38 | 5.63 | 3.17 | 20.30 | -19.33% | 0.00% | 28.67 | 43.57 | 51.40% | 61.91% | 27.29% | 104.67 | 104.67 | 40.41 | 1.83% | -6.45 | -508.18% | 25.21 | 81.40 | 0.000 | - | 43.11% | 11.61% | 159.60 | 暂不 2025-04-08 重新计* 转股价不下修记录
| 生猪养殖 | 四川 | 104.37 | AA- | 增强 | 45.13% | 17.65 | 32.77 | 0/15 | 30 | 110.00 | 8.60% | 8.60% | 52.32% | 28-04-25 | 3.06年 | 8.997 | 11530.67 | 45155.09 | 10.92% | 4.30% | -0.50% | -1.36% | 增强 | 38.06% ↓ | 8.997 | 10.481 | 114.75 | 生猪养殖
剩余年限3.39年,剩余时间太长,质押股份和负债太高,目前正在定增 | ||||||||||
310 | | 127107 | 领益转债 | 132.387 | -5.79% | -4.92% | -11.86% | 4.90% | 32.39% | 32.39% | 4.90% | 002600 | 领益智造 | 8.44 | -7.25% | -7.76% | -16.44% | 5.50% | 4.07% | 47.98% | 5.50% | 48.06% | 5.528 | -6.82 | -10.73 | 2.99 | 36.38 | 11.56% | 0.71% | 38.38 | 48.63 | 36.43% | 55.99% | 3.88% | 582.33 | 591.49 | 341.24 | -1.05% | 20.51 | 28.50% | 9.15 | 92.24 | 0.000 | 46天 | 43.52% | 33.19% | 175.91 | 0/15 | 30 转股价不下修记录
| 消费电子零部件及组装 | 广东 | 99.40 | AA+ | 增强 | 59.80% | 6.41 | 11.90 | 0/15 | 30 | 108.00 | 3.70% | 3.60% | 1.19% | 30-11-18 | 5.63年 | 21.374 | 23940.84 | 172437.51 | 8.34% | 2.91% | -2.89% | -3.27% | 增强 | 62.91% | 8.312 | 11.004 | 112.50 | - | ||||||||||
311 下修有限制: 当前PB1.19 | | 127094 | 红墙转债 | 111.253 | -0.18% | -3.17% | -1.72% | 3.01% | 8.84% | 2.68% | 3.01% | 002809 | 红墙股份 | 8.32 | -0.36% | -9.37% | -2.46% | 4.92% | 0.24% | -3.00% | 4.92% | 23.85% | 4.254 | -1.77 | -4.24 | 1.05 | 35.40 | 5.45% | 1.80% | 75.45 | 7.80 | 27.05% | 35.51% | - | 11.46 | 17.49 | 7.61 | -18.93% | 0.86 | -4.93% | 10.74 | 77.47 | 0.000 | - | 43.61% | 19.19% | 154.86 | 至少还需12天3/15 | 30***** 转股价不下修记录
| 其他化学制品 | 广东 | 93.34 | A+ | 增强 | 42.16% | 7.52 | 13.96 | 0/15 | 30 | 115.00 | 27.60% | 18.10% | 29.41% | 29-10-18 | 4.54年 | 3.160 | 471.92 | 3801.85 | 1.34% | 3.34% | 1.83% | 1.03% | 增强 | 55.38% ↑ | 3.160 | 3.516 | 120.60 | 下修有限制: 当前PB1.19 | ||||||||||
312 | | 113037 | 紫银转债 | 110.159 | 0.04% | 0.15% | 0.14% | -0.86% | 2.09% | 2.51% | -0.86% | 601860 | 紫金银行 | 2.83 | 0.35% | 1.43% | 4.43% | 1.14% | -6.42% | 15.24% | 1.14% | 2.71% | 1.253 | 0.14 | 2.24 | 0.53 | 6.45 | 9.10% | 3.53% | 38.33 | 19.22 | 42.50% | 92.77% | 1.53% | 100.51 | 103.61 | 44.20 | -1.93% | 16.19 | 1.16% | 3.70* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 76.49 | 0.000 | - | 44.02% | 0.91% | 154.18 | 暂不 2025-06-10 重新计***** 转股价不下修记录
| 农商行 | 江苏 | 109.17 | AA+ | 增强 | 24.78% | - | 4.81 | 0/15 | 30 | 110.00 | 44.80% | 43.40% | 33.85% | 26-07-23 | 1.30年 | 44.995 | 3820.98 | 12990.91 | 0.77% | 1.30% | 1.30% | -0.40% | 增强 | 28.47% ↓ | 44.995 | 49.566 | 112.00 | - | ||||||||||
313 | | 113584 | 家悦转债 | 116.672 | 0.46% | 0.32% | -2.02% | -0.41% | 9.30% | 9.87% | -0.41% | 603708 | 家家悦 | 10.28 | 2.90% | 1.38% | 1.78% | -9.75% | 4.92% | -1.94% | -9.75% | 13.51% | 1.185 | -0.58 | 1.72 | 2.60 | 102.80 | 5.68% | 1.85% | 85.47 | 10.76 | 36.50% | 82.00% | 12.23% | 65.62 | 65.62 | 177.63 | -2.31% | 1.36 | 127.04% | 12.69* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 81.01 | 0.000 | - | 44.02% | 6.82% | 160.69 | 暂不 2025-09-07 重新计***** 转股价不下修记录
| 超市 | 山东 | 109.22 | AA | 增强 | 47.46% | 8.88 | 16.50 | 0/15 | 30 | 110.00 | 9.80% | 9.80% | 41.39% | 26-06-05 | 1.17年 | 6.449 | 1932.85 | 7140.16 | 2.58% | 1.10% | -3.63% | -5.38% | 增强 | 36.52% ↑ | 6.449 | 7.524 | 111.80 | - | ||||||||||
314 下修无限制 | | 127070 | 大中转债 | 115.390 | -0.98% | 0.08% | 0.38% | 4.04% | 3.95% | 1.87% | 4.04% | 001203 | 大中矿业 | 8.76 | -0.23% | -1.35% | 1.04% | 1.15% | -7.33% | -8.86% | 1.15% | 23.07% | 3.227 | -0.31 | -1.15 | 2.01 | 13.60 | 19.58% | 0.00% | 24.01 | 9.76 | 51.79% | 56.48% | 16.26% | 115.20 | 132.10 | 40.03 | -3.70% | 11.41 | 4.39% | 10.96 | 79.93 | 0.000 | - | 44.37% | 6.89% | 159.76 | 0/20 | 30 转股价不下修记录
| 铁矿石 | 内蒙古 | 107.95 | AA | 增强 | 32.95% | 7.67 | 14.25 | 0/15 | 30 | 112.00 | 13.20% | 11.50% | 30.09% | 28-08-17 | 3.38年 | 15.190 | 792.60 | 2968.19 | 0.45% | 0.26% | 0.24% | -0.62% | 增强 | 56.54% ↓ | 15.190 | 17.528 | 116.30 | 下修无限制 | ||||||||||
315 | | 113593 | 沪工转债 | 119.842 | -0.31% | -1.14% | -6.40% | 1.45% | 5.13% | 4.37% | 1.45% | 603131 | 上海沪工 | 17.47 | -1.74% | -5.97% | -13.47% | 2.95% | 4.11% | 5.69% | 2.95% | 17.76% | 1.282 | -3.21 | -9.24 | 4.42 | -83.59 | -4.38% | 0.00% | -1.00 | 43.54 | 28.08% | 44.89% | - | 55.55 | 55.55 | 10.53 | 6.20% | -0.54 | 57.14% | 21.10 | 82.80 | 0.000 | - | 44.74% | 11.95% | 164.58 | 至少还需10天5/15 | 30***** 转股价不下修记录
| 其他通用设备 | 上海 | 107.05 | A | 增强 | 57.58% | 14.77 | 27.43 | 0/15 | 30 | 115.00 | 7.20% | 7.20% | 12.96% | 26-07-20 | 1.30年 | 3.996 | 1476.99 | 9799.87 | 3.08% | 1.74% | -1.60% | -3.88% | 增强 | 34.24% ↑ | 3.996 | 4.789 | 117.40 | - | ||||||||||
316 | | 113682 | 益丰转债 | 117.279 | 0.13% | -0.01% | 0.44% | 3.59% | 5.23% | 17.28% | 3.59% | 603939 | 益丰药房 | 26.34 | 1.74% | 3.33% | 14.47% | 9.16% | -3.39% | -15.35% | 9.16% | 17.49% | 4.717 | 0.18 | 5.68 | 3.12 | 21.47 | 15.44% | 1.58% | 7.65 | 7.91 | 23.01% | 59.94% | - | 319.29 | 319.35 | 225.88 | 13.59% | 14.12 | 11.90% | 32.54 | 80.95 | 0.000 | - | 44.88% | 14.58% | 162.16 | 暂不 2025-05-26 重新计**** 转股价不下修记录
| 线下药店 | 湖南 | 102.36 | AA | 增强 | 45.72% | 22.78 | 42.30 | 0/15 | 30 | 110.00 | 5.60% | 5.60% | 34.58% | 30-03-04 | 4.92年 | 17.968 | 1870.54 | 17000.44 | 0.89% | 0.54% | -0.44% | -0.97% | 增强 | 57.28% ↑ | 17.968 | 21.073 | 114.80 | - | ||||||||||
317 下修无限制 | | 127059 | 永东转2 | 113.802 | -0.03% | -0.33% | -0.96% | 4.16% | 5.37% | 4.87% | 4.16% | 002753 | 永东股份 | 6.65 | -0.15% | -1.04% | 2.62% | 6.06% | -2.06% | 5.65% | 6.06% | 16.79% | 2.839 | -0.26 | 0.76 | 1.08 | 20.46 | 4.49% | 2.06% | 37.76 | 9.41 | 24.30% | 28.70% | - | 16.15 | 24.98 | 45.63 | 1.31% | 1.01 | 157.37% | 8.49 | 78.33 | 0.000 | - | 45.29% | 4.57% | 159.09 | 暂不 2025-09-01 重新计**** 转股价不下修记录
| 炭黑 | 山西 | 108.83 | AA- | 增强 | 36.68% | 5.94 | 11.04 | 0/15 | 30 | 115.00 | 23.50% | 15.20% | 38.43% | 28-04-08 | 3.02年 | 3.791 | 835.58 | 3303.08 | 1.94% | 2.05% | 1.67% | 0.53% | 增强 | 38.89% ↓ | 3.791 | 4.314 | 119.50 | 下修无限制 | ||||||||||
318 | | 128127 | 文科转债 | 111.758 | -0.13% | 0.10% | -0.08% | 1.88% | 11.65% | 10.40% | 1.88% | 002775 | 文科股份 | 3.40 | 0.89% | -3.41% | -6.34% | -11.69% | 13.33% | 11.11% | -11.69% | 17.18% | 1.293 | -0.35 | -4.31 | 6.22 | -11.60 | -44.18% | 0.00% | -1.00 | 93.32 | 86.12% | 94.04% | 13.89% | 14.92 | 20.51 | 10.25 | 11.73% | -1.49 | 59.40% | 4.42* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 76.92 | 0.000 | - | 45.29% | 8.05% | 157.05 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 园林工程 | 广东 | 103.43 | A- | 增强 | 57.86% | 3.09 | 5.75 | 0/15 | 30 | 115.00 | 63.60% | 46.30% | 25.81% | 26-08-20 | 1.38年 | 9.491 | 760.36 | 1414.06 | 0.72% | 0.95% | 3.76% | 1.47% | 增强 | 37.78% ↓ | 9.491 | 10.607 | 117.50 | - | ||||||||||
319 | | 123250 | 嘉益转债 | 117.880 | -4.40% | -3.14% | -5.16% | -5.29% | 17.88% | 17.88% | -5.29% | 301004 | 嘉益股份 | 94.00 | -10.39% | -6.76% | -12.34% | -18.72% | -18.33% | 51.25% | -18.72% | 45.24% | 5.327 | -2.57 | -5.34 | 4.97 | 13.46 | 43.90% | 2.13% | 20.31 | 62.08 | 15.71% | 30.78% | - | 90.04 | 97.64 | 17.75 | 40.96% | 4.72 | 73.60% | 116.05 | 81.00 | 0.000 | 37天 | 45.53% | 37.41% | 163.41 | 至少还需7天8/15 | 30 转股价不下修记录
| 其他家居用品 | 浙江 | 85.79 | A+ | 增强 | 50.87% | 81.24 | 150.87 | 0/15 | 30 | 114.00 | 4.40% | 4.10% | 7.77% | 30-11-06 | 5.60年 | 3.979 | 7753.57 | 20222.16 | 16.35% | 2.17% | 0.16% | -0.43% | 增强 | 21.47% | 3.350 | 3.949 | 118.90 | - | ||||||||||
320 下修有限制 | | 127069 | 小熊转债 | 118.768 | -0.85% | -1.24% | -1.58% | -0.77% | -1.52% | -5.21% | -0.77% | 002959 | 小熊电器 | 43.23 | -2.24% | -3.03% | 1.62% | -9.77% | -14.78% | -21.63% | -9.77% | 15.18% | 3.206 | -1.24 | -1.47 | 2.51 | 28.33 | 17.53% | 2.77% | 46.39 | 6.38 | 19.34% | 49.49% | 15.22% | 66.74 | 67.89 | 47.12 | 14.43% | 4.45 | 15.24% | 53.20 | 81.26 | 0.000 | - | 46.16% | 10.11% | 164.93 | 暂不 2025-10-01 重新计** 转股价不下修记录
| 厨房小家电 | 广东 | 107.86 | AA- | 增强 | 41.13% | 37.24 | 69.16 | 0/15 | 30 | 115.00 | 7.60% | 7.40% | 25.78% | 28-08-12 | 3.36年 | 5.041 | 1849.69 | 5988.31 | 3.09% | 0.89% | 0.34% | -0.69% | 增强 | 41.40% ↑ | 5.041 | 5.987 | 120.10 | 下修有限制 | ||||||||||
321 | | 127083 | 山路转债 | 112.159 | 0.51% | 0.60% | -0.25% | -0.10% | 4.43% | 6.10% | -0.10% | 000498 | 山东路桥 | 5.98 | 0.67% | 1.18% | 3.46% | 0.50% | -6.25% | 10.23% | 0.50% | 9.69% | 3.821 | 0.20 | 1.63 | 0.40 | 4.55 | 14.49% | 3.01% | 35.03 | 12.28 | 50.94% | 77.25% | - | 87.18 | 93.35 | 730.24 | 3.29% | 22.89 | -15.15% | 7.80 | 76.67 | 0.000 | - | 46.29% | 8.61% | 158.45 | 30/15 | 30 转股价不下修记录
| 基建市政工程 | 山东 | 103.27 | AAA | 增强 | 28.92% | 5.46 | 10.14 | 0/15 | 30 | 108.00 | 55.50% | 51.80% | 13.04% | 29-03-24 | 3.98年 | 48.359 | 2323.00 | 6578.56 | 0.43% | 0.75% | -0.06% | -0.61% | 增强 | 69.68% ↑ | 48.359 | 54.239 | 111.90 | - | ||||||||||
322 下修无限制 | | 123126 | 瑞丰转债 | 122.620 | -0.24% | -0.36% | -1.71% | 3.02% | 11.23% | 10.43% | 3.02% | 300243 | 瑞丰高材 | 9.76 | -0.41% | -4.59% | -6.96% | 2.52% | -7.05% | 27.92% | 2.52% | 17.22% | 2.290 | -0.50 | -3.48 | 2.12 | 48.08 | 8.63% | 1.02% | 61.10 | 8.41 | 46.47% | 50.87% | 8.69% | 18.98 | 24.44 | 17.76 | -3.04% | 0.85 | 39.51% | 11.69* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 83.49 | 0.000 | - | 46.87% | 9.52% | 169.49 | 暂不 2025-04-16 重新计***** 转股价不下修记录
| 其他塑料制品 | 山东 | 111.96 | A+ | 增强 | 67.77% | 8.18 | 15.20 | 0/15 | 30 | 120.00 | 17.90% | 13.90% | 18.12% | 27-09-10 | 2.44年 | 3.399 | 204.62 | 2780.91 | 0.49% | 1.47% | 1.33% | -0.49% | 增强 | 39.29% ↑ | 3.399 | 4.168 | 126.50 | 下修无限制 | ||||||||||
323 | | 113634 | 珀莱转债 | 125.074 | -0.28% | -0.89% | -2.27% | 1.86% | -9.21% | -0.62% | 1.86% | 603605 | 珀莱雅 | 82.89 | -0.24% | -1.39% | -1.82% | -2.14% | -31.55% | -11.50% | -2.14% | 16.92% | 2.648 | -1.32 | -2.27 | 6.78 | 23.14 | 29.94% | 1.56% | 0.50 | 13.45 | 15.22% | 34.24% | - | 327.75 | 328.45 | 89.05 | 39.45% | 11.94 | 46.06% | 97.41 | 85.09 | 0.000 | - | 46.98% | 11.95% | 172.05 | 至少还需14天1/15 | 30 转股价不下修记录
| 品牌化妆品 | 浙江 | 111.72 | AA | 增强 | 40.13% | 68.19 | 126.63 | 0/15 | 30 | 115.00 | 2.30% | 2.30% | 16.66% | 27-12-08 | 2.68年 | 7.507 | 796.39 | 14933.10 | 0.85% | 0.46% | -2.09% | -3.24% | 增强 | 30.13% ↓ | 7.507 | 9.389 | 118.30 | - | ||||||||||
324 | | 123172 | 漱玉转债 | 114.300 | 0.59% | 1.41% | -1.88% | 2.42% | 4.81% | -5.85% | 2.42% | 301017 | 漱玉平民 | 11.62 | 1.57% | -0.09% | -4.75% | -2.76% | -14.31% | -20.70% | -2.76% | 31.45% | 3.523 | -0.63 | -2.93 | 2.12 | -96.03 | 6.28% | 0.43% | -1.00 | 13.58 | 61.31% | 75.16% | 18.26% | 28.28 | 47.10 | 91.91 | 17.49% | 1.33 | -42.01% | 14.95* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 77.73 | 0.000 | - | 47.06% | 10.03% | 161.36 | 暂不 2025-04-17 重新计**** 转股价不下修记录
| 线下药店 | 山东 | 103.88 | AA- | 增强 | 68.91% | 10.47 | 19.44 | 0/15 | 30 | 113.00 | 28.30% | 17.00% | 44.64% | 28-12-15 | 3.70年 | 7.998 | 1184.59 | 3035.85 | 1.30% | 1.08% | 0.76% | -0.07% | 增强 | 40.64% ↑ | 7.998 | 9.142 | 117.50 | - | ||||||||||
325 | | 128142 | 新乳转债 | 121.970 | 0.80% | -0.25% | -1.31% | 4.16% | 10.65% | 13.24% | 4.16% | 002946 | 新乳业 | 15.09 | 2.65% | 0.00% | 2.51% | 4.22% | 22.64% | 46.54% | 4.22% | 18.24% | 1.756 | -0.29 | 2.31 | 4.29 | 22.39 | 16.76% | 0.99% | 19.81 | 35.63 | 52.74% | 66.25% | 6.84% | 128.37 | 129.88 | 109.87 | 9.80% | 4.31 | 19.27% | 18.20 | 82.91 | 0.000 | - | 47.11% | 12.99% | 169.08 | 至少还需10天5/15 | 30***** 转股价不下修记录
| 乳品 | 四川 | 107.95 | AA | 增强 | 46.61% | 12.74 | 23.66 | 0/15 | 30 | 110.00 | 5.60% | 5.50% | 41.40% | 26-12-18 | 1.71年 | 7.179 | 5743.62 | 11430.59 | 6.57% | 0.90% | -5.02% | -6.20% | 增强 | 29.38% ↓ | 7.179 | 8.756 | 111.80 | - | ||||||||||
326 | | 113597 | 佳力转债 | 124.051 | -0.68% | -1.29% | -4.74% | 1.72% | 5.86% | 0.42% | 1.72% | 603912 | 佳力图 | 9.03 | -1.53% | -5.64% | -12.50% | 9.06% | 20.24% | 8.09% | 9.06% | 23.30% | 1.314 | -3.13 | -9.70 | 2.60 | 291.29 | 2.12% | 0.89% | 91.12 | 16.54 | 26.69% | 42.20% | 14.45% | 48.93 | 48.93 | 6.35 | 1.71% | 0.35 | -3.11% | 10.71 | 84.31 | 0.000 | - | 47.13% | 6.73% | 171.18 | 至少还需14天1/15 | 30***** 转股价不下修记录
| 制冷空调设备 | 江苏 | 116.23 | AA- | 增强 | 54.32% | 7.50 | 13.92 | 0/15 | 30 | 118.00 | 6.10% | 6.10% | 13.61% | 26-07-30 | 1.32年 | 2.976 | 2787.94 | 14504.24 | 7.53% | 2.95% | -2.21% | -4.77% | 增强 | 17.82% ↓ | 2.976 | 3.692 | 120.50 | - | ||||||||||
327 下修无限制 | | 123210 | 信服转债 | 135.270 | 0.09% | 0.10% | -4.93% | 25.13% | 20.33% | 16.21% | 25.13% | 300454 | 深信服 | 101.76 | -0.53% | -1.83% | -18.76% | 77.28% | 20.73% | 33.14% | 77.28% | 21.80% | 4.314 | -1.16 | -6.97 | 4.68 | 559.12 | 2.41% | 0.05% | 88.28 | 18.84 | 13.27% | 39.77% | - | 283.13 | 429.31 | 76.62 | 3.36% | 1.98 | 1.89% | 110.97 | 91.70 | 0.000 | - | 47.51% | 32.85% | 182.78 | 0/15 | 30*** 转股价不下修记录
| 横向通用软件 | 广东 | 101.82 | AA | 增强 | 65.83% | 77.68 | 144.26 | 0/15 | 30 | 108.00 | 4.30% | 2.80% | 27.15% | 29-07-27 | 4.32年 | 12.147 | 3423.40 | 49894.74 | 2.09% | 1.75% | -4.25% | -4.74% | 增强 | 29.51% ↓ | 12.147 | 16.431 | 112.50 | 下修无限制 | ||||||||||
328 下修有限制
年份 归母净利润(亿元)经营现金流(亿元)
2020年 4.50 7.15
2021年 4.58 -0.18
2022年 1.02 7.42
2023年 1.03 8.95
2024年Q3 0.51 0.0975
1:剩余的转债规模4.583亿约等于最近三年的公司净利润
2:当前价格112.81 大于到期赎回价110
3:正股流通市值按照当前股价7.39算,流通市值约为32亿 算比较大了
4:实控人股份占比38%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:5.13% 较小
7: PB当前为1.037 无法破净下修需要注意
8:从未下修过。都是半年不下修。
9:公司流动资产: 8.41 + 4.85 + 7.33 + 7.4 = 28亿(不包括应收账款和票据7.41,大部分为一年内的)
流动负债为: 4.8 + 一年内到期的非流动负债1.26 + 应付债券4.6 + 应付票据和账款11.46亿 = 22亿
总结: 公司有充足的现金流能还的起钱。需要关注PB问题,需要沟通上市公司的一个真实想法。但是公司长期不下修。不过公司经营状况在变差这是好事。公司近几年营业收入和净利润一直在变差 | | 128097 | 奥佳转债 | 110.955 | -1.22% | -0.01% | -1.42% | 0.60% | 3.11% | 1.59% | 0.60% | 002614 | 奥佳华 | 7.10 | -6.21% | -0.98% | -0.70% | 7.25% | 5.34% | 2.14% | 7.25% | 8.50% | 0.898 | -0.83 | -2.47 | 1.00 | -1775.0 | 2.24% | 4.22% | -1.00 | 8.17 | 19.41% | 38.58% | 5.13% | 31.31 | 44.27 | 50.30 | -16.50% | 1.03 | 1.16% | 9.45 | 75.13 | 0.000 | - | 47.68% | 3.34% | 158.64 | 暂不 2025-06-16 重新计***** 转股价不下修记录
| 其他家电 | 福建 | 107.37 | AA- | 增强 | 36.73% | 6.62 | 12.29 | 0/15 | 30 | 110.00 | 14.60% | 10.40% | 12.30% | 26-02-25 | 0.90年 | 4.583 | 3250.93 | 23967.49 | 6.38% | 7.51% | -0.96% | -2.96% | 增强 | 41.34% ↑ | 4.583 | 5.085 | 110.00 | 下修有限制
年份 归母净利润(亿元)经营现金流(亿元)
2020年 4.50 7.15
2021年 4.58 -0.18
2022年 1.02 7.42
2023年 1.03 8.95
2024年Q3 0.51 0.0975
1:剩余的转债规模4.583亿约等于最近三年的公司净利润
2:当前价格112.81 大于到期赎回价110
3:正股流通市值按照当前股价7.39算,流通市值约为32亿 算比较大了
4:实控人股份占比38%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:5.13% 较小
7: PB当前为1.037 无法破净下修需要注意
8:从未下修过。都是半年不下修。
9:公司流动资产: 8.41 + 4.85 + 7.33 + 7.4 = 28亿(不包括应收账款和票据7.41,大部分为一年内的)
流动负债为: 4.8 + 一年内到期的非流动负债1.26 + 应付债券4.6 + 应付票据和账款11.46亿 = 22亿
总结: 公司有充足的现金流能还的起钱。需要关注PB问题,需要沟通上市公司的一个真实想法。但是公司长期不下修。不过公司经营状况在变差这是好事。公司近几年营业收入和净利润一直在变差 | ||||||||||
329 下修有限制 | | 113064 | 东材转债 | 117.326 | -0.78% | -0.15% | -3.82% | 6.60% | 6.68% | -1.32% | 6.60% | 601208 | 东材科技 | 9.23 | -3.25% | -1.28% | 0.33% | 22.41% | 1.21% | -5.04% | 22.41% | 18.08% | 3.483 | -2.10 | -3.26 | 1.80 | 43.33 | 7.59% | 1.67% | 45.60 | 28.68 | 46.89% | 55.42% | - | 82.77 | 82.77 | 37.37 | 2.67% | 3.29 | -20.78% | 11.63 | 79.36 | 0.000 | - | 47.83% | 9.44% | 165.16 | 暂不 2025-04-16 重新计* 转股价不下修记录
| 膜材料 | 四川 | 107.21 | AA | 增强 | 43.80% | 8.14 | 15.12 | 0/15 | 30 | 112.00 | 16.90% | 16.90% | 49.72% | 28-11-16 | 3.63年 | 13.999 | 3540.87 | 12785.70 | 2.16% | 1.54% | -0.25% | -1.04% | 增强 | 42.96% ↓ | 13.999 | 16.424 | 116.30 | 下修有限制 | ||||||||||
330 | | 123158 | 宙邦转债 | 117.505 | -1.38% | -1.33% | -4.02% | -1.61% | -2.73% | -2.32% | -1.61% | 300037 | 新宙邦 | 32.80 | -2.50% | -3.67% | -7.92% | -12.39% | -26.39% | -14.84% | -12.39% | 17.60% | 3.366 | -1.81 | -4.19 | 2.54 | 26.01 | 11.57% | 1.82% | 19.83 | 4.19 | 24.69% | 41.99% | - | 179.15 | 247.27 | 74.84 | -22.53% | 10.11 | -42.50% | 41.38 | 79.27 | 0.000 | - | 48.24% | 11.07% | 165.75 | 至少还需14天1/15 | 30* 转股价不下修记录
| 电池化学品 | 广东 | 105.79 | AA | 增强 | 47.57% | 28.97 | 53.79 | 0/15 | 30 | 110.00 | 11.00% | 8.00% | 46.39% | 28-09-26 | 3.48年 | 19.694 | 2286.89 | 29243.33 | 0.98% | 1.62% | -0.81% | -1.53% | 增强 | 35.04% ↑ | 19.694 | 23.141 | 114.30 | - | ||||||||||
331 | | 127102 | 浙建转债 | 114.580 | 0.33% | -1.04% | -4.52% | 1.62% | 5.13% | 2.85% | 1.62% | 002761 | 浙江建投 | 8.46 | 0.36% | -2.65% | -9.62% | -3.64% | 16.85% | -5.93% | -3.64% | 21.32% | 4.545 | -1.99 | -4.21 | 1.16 | -8460.0 | 4.58% | 0.59% | -1.00 | 4.86 | 68.29% | 91.45% | - | 91.52 | 91.52 | 926.06 | -6.02% | 3.92 | -59.51% | 10.96 | 77.19 | 0.000 | - | 48.44% | 12.82% | 163.02 | 暂不 2025-07-14 重新计*** 转股价不下修记录
| 房屋建设 | 浙江 | 101.56 | AA+ | 增强 | 50.48% | 7.67 | 14.25 | 0/15 | 30 | 108.00 | 10.90% | 10.90% | 30.89% | 29-12-25 | 4.73年 | 9.951 | 1655.79 | 7828.26 | 1.46% | 0.85% | -0.43% | -0.90% | 增强 | 52.73% ↑ | 9.951 | 11.402 | 112.30 | - | ||||||||||
332 下修有限制 | | 127042 | 嘉美转债 | 112.532 | -0.22% | -0.23% | -0.54% | 3.34% | 7.17% | 3.28% | 3.34% | 002969 | 嘉美包装 | 3.47 | 0.58% | 0.58% | 3.89% | 11.58% | 4.20% | -2.41% | 11.58% | 14.57% | 2.247 | -0.05 | 2.48 | 1.42 | 18.96 | 6.31% | 0.86% | 26.54 | 20.78 | 29.65% | 44.33% | - | 32.96 | 33.15 | 31.52 | 5.74% | 1.54 | 805.92% | 4.58 | 75.76 | 0.000 | - | 48.53% | 2.52% | 161.06 | 暂不 2025-06-09 重新计***** 转股价不下修记录
| 金属包装 | 安徽 | 109.77 | AA | 增强 | 34.23% | 3.21 | 5.95 | 0/15 | 30 | 112.00 | 22.80% | 22.60% | 33.76% | 27-08-09 | 2.35年 | 7.498 | 1826.70 | 4862.42 | 2.17% | 1.49% | 1.06% | -0.11% | 增强 | 28.48% ↑ | 7.498 | 8.438 | 115.30 | 下修有限制 | ||||||||||
333 82.880 (2024-08-23) 防守不错 规模6.4亿规模中等。
下修有限制,而且很严格 从未下修过,
每次都是6个月不下修 2025-04-26重新计算
PB=1.556
深主板 养殖业-肉鸡养殖
公司2024年预估盈利1.25亿 ,公司21-23年基本没挣钱。每年营业收入接近37亿,每年的经营现金流大约为1.1亿不错
1:剩余的转债规模6.4亿约等于最近4年多的公司净利润
2:当前价格105.4 到期赎回价110 2028-04-19 剩余年限3
3:流通市值为26.7亿元,自由流通市值为14.4亿元(非常小)
4:实控人股份占比44.4%不错。
5:从净利润和营业收入来看暂无退市风险。属于周期性行业,今年利润不错
6:质押:3.56% 质押没啥 公司目前处于中估状态,业绩不错
7:公司流动资产13.1亿
3.7亿货币资金(不包括应收账款和票据2.86亿)
到期收益:2.5%
流动负债总计 8.77亿(包含短期负债3.2 + 应付账款和票据1.96亿)
非流动负债总计: 22.2亿(包含长期借款6.43亿+ 应付债券5.68亿)
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流不错。转债规模6.4亿较大,公司下修受限制,而且下修条件比较严格,公司希望在最后2年解决。那就建议101到期收益高再去买 | | 127060 | 湘佳转债 | 107.300 | 1.12% | 0.56% | 1.86% | 6.69% | 13.63% | 9.15% | 6.69% | 002982 | 湘佳股份 | 21.33 | 10.01% | 8.33% | 19.90% | 20.95% | 18.75% | 10.15% | 20.95% | 19.30% | 2.874 | 1.14 | 13.12 | 1.81 | -1066.5 | -8.42% | 0.94% | -1.00 | 29.54 | 45.99% | 55.31% | 3.27% | 19.79 | 30.96 | 38.90 | 1.76% | -1.47 | -238.99% | 29.68 | 71.87 | 0.000 | - | 49.30% | 11.08% | 156.60 | 暂不 2025-04-26 重新计*** 转股价不下修记录
| 肉鸡养殖 | 湖南 | 96.60 | A+ | 增强 | 48.34% | 20.78 | 38.58 | 0/15 | 30 | 110.00 | 32.30% | 20.70% | 50.63% | 28-04-19 | 3.05年 | 6.399 | 32546.50 | 23598.43 | 46.78% | 12.13% | 1.93% | 1.10% | 增强 | 34.13% ↓ | 6.399 | 6.866 | 113.60 | 82.880 (2024-08-23) 防守不错 规模6.4亿规模中等。
下修有限制,而且很严格 从未下修过,
每次都是6个月不下修 2025-04-26重新计算
PB=1.556
深主板 养殖业-肉鸡养殖
公司2024年预估盈利1.25亿 ,公司21-23年基本没挣钱。每年营业收入接近37亿,每年的经营现金流大约为1.1亿不错
1:剩余的转债规模6.4亿约等于最近4年多的公司净利润
2:当前价格105.4 到期赎回价110 2028-04-19 剩余年限3
3:流通市值为26.7亿元,自由流通市值为14.4亿元(非常小)
4:实控人股份占比44.4%不错。
5:从净利润和营业收入来看暂无退市风险。属于周期性行业,今年利润不错
6:质押:3.56% 质押没啥 公司目前处于中估状态,业绩不错
7:公司流动资产13.1亿
3.7亿货币资金(不包括应收账款和票据2.86亿)
到期收益:2.5%
流动负债总计 8.77亿(包含短期负债3.2 + 应付账款和票据1.96亿)
非流动负债总计: 22.2亿(包含长期借款6.43亿+ 应付债券5.68亿)
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流不错。转债规模6.4亿较大,公司下修受限制,而且下修条件比较严格,公司希望在最后2年解决。那就建议101到期收益高再去买 | ||||||||||
334 下修无限制 | | 113627 | 太平转债 | 113.781 | -0.68% | 0.53% | 1.05% | 3.67% | 6.24% | 2.86% | 3.67% | 603877 | 太平鸟 | 16.13 | -2.42% | 3.86% | 9.88% | 8.99% | 6.54% | 0.49% | 8.99% | 12.75% | 2.206 | 0.14 | 4.04 | 1.70 | 62.04 | 9.74% | 3.69% | 81.05 | 13.50 | 18.94% | 46.44% | - | 75.70 | 76.43 | 77.92 | -9.41% | 4.22 | 127.06% | 21.21* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 76.05 | 0.000 | - | 49.62% | 5.29% | 163.40 | 暂不 2025-10-20 重新计**** 转股价不下修记录
| 非运动服装 | 浙江 | 108.06 | AA | 增强 | 40.09% | 14.85 | 27.57 | 0/15 | 30 | 110.00 | 10.60% | 10.50% | 37.60% | 27-07-15 | 2.28年 | 7.998 | 1945.03 | 4109.51 | 2.14% | 0.54% | -0.19% | -1.24% | 增强 | 40.36% ↑ | 7.998 | 9.100 | 113.30 | 下修无限制 | ||||||||||
335 | | 111000 | 起帆转债 | 118.406 | -0.15% | -1.19% | -2.29% | 2.56% | 2.29% | -2.63% | 2.56% | 605222 | 起帆电缆 | 15.49 | -0.32% | -4.56% | -0.90% | 0.58% | -12.44% | -15.88% | 0.58% | 16.87% | 2.065 | -1.21 | -3.21 | 1.36 | 33.17 | 9.75% | 1.05% | 86.23 | 6.89 | 56.02% | 66.95% | - | 63.96 | 63.96 | 233.48 | 13.10% | 4.23 | 15.42% | 19.59 | 79.07 | 0.000 | - | 49.75% | 5.99% | 168.16 | 至少还需5天10/15 | 30** 转股价不下修记录
| 线缆部件及其他 | 上海 | 111.71 | AA- | 增强 | 36.52% | 13.71 | 25.47 | 0/15 | 30 | 115.00 | 15.60% | 15.60% | 51.24% | 27-05-24 | 2.14年 | 9.992 | 3086.67 | 3640.95 | 2.62% | 0.57% | 0.04% | -1.46% | 增强 | 39.33% ↑ | 9.992 | 11.831 | 118.50 | - | ||||||||||
336 | | 113054 | 绿动转债 | 111.970 | 0.00% | 1.49% | 0.44% | 2.21% | 5.68% | 5.78% | 2.21% | 601330 | 绿色动力 | 6.99 | 3.71% | 6.39% | 10.78% | 6.55% | 6.73% | 4.92% | 6.55% | 6.36% | 2.795 | 0.70 | 6.85 | 1.21 | 16.84 | 8.31% | 2.15% | 43.59 | 14.87 | 57.99% | 61.21% | - | 69.14 | 97.40 | 39.56 | -13.39% | 6.29 | -15.51% | 9.35 | 74.76 | 0.000 | - | 49.77% | 5.71% | 161.74 | 暂不 2025-09-30 重新计*** 转股价不下修记录
| 固废治理 | 广东 | 105.92 | AA+ | 增强 | 25.36% | 6.55 | 12.16 | 0/15 | 30 | 109.00 | 34.10% | 24.20% | 26.52% | 28-02-25 | 2.90年 | 23.598 | 10609.72 | 25223.32 | 4.00% | 3.63% | 0.10% | -0.67% | 增强 | 30.74% ↓ | 23.598 | 26.423 | 112.30 | - | ||||||||||
337 | | 113616 | 韦尔转债 | 120.247 | -0.85% | -2.18% | -6.64% | 3.31% | 4.92% | 7.32% | 3.31% | 603501 | 韦尔股份 | 130.19 | -2.81% | -2.89% | -11.47% | 24.69% | 10.63% | 31.09% | 24.69% | 11.36% | 1.771 | -3.23 | -5.21 | 6.99 | 68.85 | 2.98% | 0.11% | 41.85 | 30.76 | 30.44% | 40.90% | 19.47% | 1584.34 | 1584.34 | 210.21 | 4.69% | 5.56 | -43.89% | 162.46 | 80.14 | 0.000 | - | 50.05% | 11.33% | 170.30 | 暂不 2025-06-04 重新计***** 转股价不下修记录
| 数字芯片设计 | 上海 | 108.01 | AA+ | 增强 | 38.54% | 113.72 | 211.20 | 0/15 | 30 | 110.00 | 1.50% | 1.50% | 13.93% | 26-12-28 | 1.74年 | 24.324 | 7795.02 | 178355.91 | 2.66% | 1.12% | -4.14% | -5.32% | 增强 | 24.24% ↑ | 24.324 | 29.249 | 111.80 | - | ||||||||||
338 下修有限制 | | 123233 | 凯盛转债 | 113.583 | -1.74% | -3.04% | -4.94% | 3.45% | 6.27% | -1.24% | 3.45% | 301069 | 凯盛新材 | 15.17 | -3.99% | -10.34% | -8.50% | 2.36% | -8.92% | -4.07% | 2.36% | 22.68% | 4.407 | -3.36 | -7.35 | 3.90 | 216.71 | 10.83% | 0.99% | 94.86 | 21.79 | 23.85% | 31.51% | - | 59.46 | 63.81 | 9.87 | -2.33% | 1.58 | -32.63% | 20.06 | 75.62 | 0.000 | - | 50.20% | 11.49% | 163.78 | 暂不 2025-12-29 重新计*** 转股价不下修记录
| 其他化学原料 | 山东 | 101.88 | AA- | 增强 | 61.65% | 14.04 | 26.08 | 0/15 | 30 | 115.00 | 10.90% | 10.20% | 57.15% | 29-11-29 | 4.66年 | 6.500 | 4160.39 | 11021.55 | 5.61% | 1.83% | 1.15% | 0.41% | 增强 | 53.54% ↓ | 6.500 | 7.383 | 119.70 | 下修有限制 | ||||||||||
339 下修无限制 | | 110081 | 闻泰转债 | 110.487 | -0.76% | -2.71% | -5.87% | -2.94% | 15.11% | 7.36% | -2.94% | 600745 | 闻泰科技 | 32.00 | -2.11% | -4.73% | -11.80% | -17.48% | -11.11% | -17.97% | -17.48% | 20.13% | 2.227 | -2.99 | -7.28 | 1.06 | -50.71 | 3.18% | 0.39% | -1.00 | 12.52 | 31.60% | 51.31% | 10.92% | 398.27 | 398.27 | 612.13 | 5.40% | 11.81 | -19.00% | 43.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 73.39 | 0.000 | - | 50.54% | 4.18% | 161.03 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 分立器件 | 湖北 | 106.05 | AA | 增强 | 49.62% | 30.52 | 56.68 | 0/15 | 30 | 108.00 | 21.60% | 21.60% | 34.51% | 27-07-28 | 2.32年 | 85.974 | 11481.71 | 32253.17 | 1.21% | 0.80% | 0.32% | -0.58% | 增强 | 22.27% ↓ | 85.974 | 94.990 | 111.30 | 下修无限制 | ||||||||||
340 下修无限制 | | 118035 | 国力转债 | 116.673 | -0.90% | -0.57% | -3.42% | 3.86% | 14.39% | 5.56% | 3.86% | 688103 | 国力股份 | 48.23 | -1.79% | -4.66% | -7.94% | 18.59% | 16.44% | 19.75% | 18.59% | 18.53% | 3.981 | -1.08 | -4.57 | 4.13 | 162.39 | 5.97% | 0.48% | 92.19 | 41.70 | 29.18% | 47.37% | - | 45.97 | 45.97 | 6.92 | -1.12% | 0.64 | -24.85% | 62.56 | 77.09 | 0.000 | - | 51.34% | 23.23% | 168.01 | 暂不 2025-06-09 重新计*** 转股价不下修记录
| 其他电子 | 江苏 | 94.68 | A+ | 增强 | 53.12% | 43.79 | 81.33 | 0/15 | 30 | 115.00 | 10.40% | 10.40% | 75.13% | 29-06-12 | 4.20年 | 4.800 | 2080.49 | 10289.17 | 3.70% | 2.20% | 0.65% | -0.17% | 增强 | 48.41% ↓ | 4.800 | 5.600 | 119.80 | 下修无限制 | ||||||||||
341 | | 110073 | 国投转债 | 112.962 | -0.21% | -0.65% | -3.90% | -2.22% | -6.26% | 3.90% | -2.22% | 600061 | 国投资本 | 7.12 | 0.28% | -1.79% | -2.86% | -5.32% | -20.71% | 7.73% | -5.32% | 13.92% | 1.316 | -1.56 | -0.89 | 0.83 | 17.45 | 4.67% | 1.56% | 28.26 | 5.14 | 49.45% | 79.98% | - | 455.25 | 455.25 | 25.13 | 29.75% | 23.57 | -19.88% | 9.55 | 74.56 | 0.000 | - | 51.52% | 6.74% | 164.48 | 暂不 2025-04-22 重新计***** 转股价不下修记录
| 金融控股 | 上海 | 105.83 | AAA | 增强 | 33.96% | - | 12.42 | 0/15 | 30 | 107.00 | 17.60% | 17.60% | 30.50% | 26-07-24 | 1.31年 | 79.992 | 7719.42 | 16948.10 | 0.85% | 0.37% | -3.08% | -4.25% | 增强 | 53.40% ↑ | 79.992 | 90.361 | 108.50 | - | ||||||||||
342 下修有限制 | | 123193 | 海能转债 | 112.773 | -0.84% | 0.14% | -2.36% | 1.35% | 3.84% | 8.64% | 1.35% | 300787 | 海能实业 | 13.33 | -2.98% | -1.62% | -1.91% | -0.67% | -11.01% | 15.98% | -0.67% | 20.53% | 3.788 | -1.19 | -2.20 | 2.18 | 60.32 | 7.88% | 1.75% | 87.91 | 16.15 | 40.10% | 55.40% | 33.06% | 21.53 | 35.13 | 19.03 | -20.24% | 1.29 | -60.50% | 17.92 | 74.39 | 0.000 | - | 51.60% | 7.75% | 164.37 | 暂不 2025-07-23 重新计**** 转股价不下修记录
| 消费电子零部件及组装 | 江西 | 104.66 | AA- | 增强 | 62.51% | 12.54 | 23.30 | 0/15 | 30 | 115.00 | 27.90% | 17.10% | 42.35% | 29-04-13 | 4.03年 | 5.997 | 4157.05 | 9711.91 | 6.15% | 4.44% | 1.59% | 0.72% | 增强 | 31.72% ↓ | 5.997 | 6.763 | 120.00 | 下修有限制 | ||||||||||
343 100.131 (2024-08-20) 防守很强 规模5.825亿规模中等。
下修有限制 2024-11-11 下修到底过,下修到底是为了大股东跑路,1年内公司不下修,非常头铁,公司想在一年半解决转债的问题
PB=2
分析时间为:2025-3-30 数据基于最新的第三季度报
主板 轻工制造-家居用品-定制家居,夕阳行业,公司股价一路下滑
21-24净利润: 2.57 -3 3.99 -1
21-24现金流: -0.2 5.2 4.24 -0.2
21-24营业收入: 每年基本上都大于 31 亿
总结: 业绩在迅速的恶化下降的非常严重,但暂无退市风险
1:剩余的转债规模5.825亿约等于最近4年多的公司净利润
2:当前价格116.97 到期赎回价118 2027-06-11 剩余年限 2.206
3:流通市值为 27.51 亿元,自由流通市值为 10.46 亿元(优秀)
4:实控人股份占比 63% 非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:3.3 %质押, 质押较少
7:公司流动资产: 6.3 亿货币资金(不包括应收账款和票据9.35亿) => 21.7
到期收益:1.97%
流动负债总计 16.7亿(包含短期负债0.6 + 应付账款和票据 9.55 亿)
非流动负债总计: 8.33 亿(包含长期借款0亿+ 应付债券 6.17 亿)
总结: 公司近1 年近业绩持续变差,目前公司市值估值处于历史低位,公司短期和长期偿债压力很小,公司有充足的现金流。
转债规模中等5.825亿,公司头铁一直不下修,剩余年限2.206年很长。 | | 113625 | 江山转债 | 117.428 | -0.03% | 0.10% | -2.14% | -0.47% | 10.73% | 5.30% | -0.47% | 603208 | 江山欧派 | 15.47 | 1.44% | -1.90% | -7.42% | -15.92% | -26.44% | -40.92% | -15.92% | 13.49% | 2.069 | -0.95 | -5.36 | 2.00 | 12.41 | 26.45% | 11.51% | 24.39 | 5.03 | 32.36% | 64.52% | - | 27.41 | 27.41 | 37.38 | 16.49% | 3.90 | 230.63% | 20.03* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 77.23 | 0.000 | - | 52.04% | 2.24% | 169.47 | 暂不 2026-01-28 重新计***** 转股价不下修记录
| 定制家居 | 浙江 | 114.86 | AA- | 增强 | 41.35% | 14.02 | 26.04 | 0/15 | 30 | 118.00 | 21.30% | 21.30% | 30.54% | 27-06-11 | 2.19年 | 5.825 | 955.28 | 4550.51 | 1.40% | 1.67% | 1.80% | 0.07% | 增强 | 66.85% ↑ | 5.825 | 6.840 | 122.00 | 100.131 (2024-08-20) 防守很强 规模5.825亿规模中等。
下修有限制 2024-11-11 下修到底过,下修到底是为了大股东跑路,1年内公司不下修,非常头铁,公司想在一年半解决转债的问题
PB=2
分析时间为:2025-3-30 数据基于最新的第三季度报
主板 轻工制造-家居用品-定制家居,夕阳行业,公司股价一路下滑
21-24净利润: 2.57 -3 3.99 -1
21-24现金流: -0.2 5.2 4.24 -0.2
21-24营业收入: 每年基本上都大于 31 亿
总结: 业绩在迅速的恶化下降的非常严重,但暂无退市风险
1:剩余的转债规模5.825亿约等于最近4年多的公司净利润
2:当前价格116.97 到期赎回价118 2027-06-11 剩余年限 2.206
3:流通市值为 27.51 亿元,自由流通市值为 10.46 亿元(优秀)
4:实控人股份占比 63% 非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:3.3 %质押, 质押较少
7:公司流动资产: 6.3 亿货币资金(不包括应收账款和票据9.35亿) => 21.7
到期收益:1.97%
流动负债总计 16.7亿(包含短期负债0.6 + 应付账款和票据 9.55 亿)
非流动负债总计: 8.33 亿(包含长期借款0亿+ 应付债券 6.17 亿)
总结: 公司近1 年近业绩持续变差,目前公司市值估值处于历史低位,公司短期和长期偿债压力很小,公司有充足的现金流。
转债规模中等5.825亿,公司头铁一直不下修,剩余年限2.206年很长。 | ||||||||||
344 下修无限制 | | 118029 | 富淼转债 | 110.715 | -0.26% | -1.21% | -3.57% | 3.44% | 12.65% | 9.87% | 3.44% | 688350 | 富淼科技 | 13.40 | -1.76% | -2.90% | -6.56% | -0.96% | 34.81% | 1.48% | 6.18% | 19.57% | 3.534 | -2.10 | -3.59 | 1.16 | -130.10 | 1.81% | 1.80% | -1.00 | 24.39 | 31.37% | 45.40% | - | 16.37 | 16.37 | 16.40 | -3.34% | 0.27 | -78.78% | 18.43* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 72.71 | 0.000 | - | 52.27% | 19.40% | 162.99 | 至少还需10天5/15 | 30***** 转股价不下修记录
| 其他化学制品 | 江苏 | 92.73 | A+ | 增强 | 41.80% | 12.90 | 23.96 | 0/15 | 30 | 110.00 | 27.50% | 27.50% | 43.84% | 28-12-15 | 3.70年 | 4.500 | 957.23 | 1145.68 | 1.92% | 0.70% | 0.78% | 0.10% | 增强 | 39.57% ↓ | 4.500 | 4.982 | 113.90 | 下修无限制 | ||||||||||
345 85 (2024-06-24) 剩余规模3.24
下修无限制 2024-09-19下修未到底 剩余年限:4.39
分析时间为:2025-3-31 数据基于最新的第三季度报
非主板 医药生物-医疗器械-体外诊断
21-24净利润: 2.37 0.83 -1.85 0.2
21-24现金流: 2.55 1.53 -0.38 0.2
21-24营业收入: 5.98 6.87 2.54 预估2亿
总结: 要注意接近营业收入快接近1亿
1:剩余的转债规模3.24 亿约等于最近公司4年的净利润
2:当前价格119.85 到期赎回价115 2029-08-18 剩余年限4.39 溢价率21%
3:流通市值为35亿元,自由流通市值为11.3亿元(非常好)
4:实控人股份占比49%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押24.13% 大股东质押严重 公司目前处于中估状态
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | | 113659 | 莱克转债 | 116.597 | -3.29% | -5.02% | -1.41% | 0.39% | 2.43% | 5.70% | 0.39% | 603355 | 莱克电气 | 24.22 | -7.91% | -13.59% | -3.43% | 6.93% | 0.31% | 12.24% | 6.93% | 16.68% | 3.406 | -3.56 | -10.68 | 2.56 | 12.95 | 25.60% | 6.19% | 6.28 | 4.66 | 48.41% | 59.10% | - | 138.33 | 138.91 | 87.92 | -11.52% | 11.17 | 8.42% | 31.72 | 76.36 | 0.000 | - | 52.70% | 10.38% | 169.30 | 暂不 2025-07-23 重新计**** 转股价不下修记录
| 清洁小家电 | 江苏 | 105.63 | AA | 增强 | 35.41% | 22.20 | 41.24 | 0/15 | 30 | 110.00 | 8.70% | 8.60% | 19.94% | 28-10-14 | 3.53年 | 11.999 | 8469.78 | 16569.60 | 6.01% | 1.16% | -0.57% | -1.29% | 增强 | 75.78% ↑ | 11.999 | 13.990 | 114.30 | 85 (2024-06-24) 剩余规模3.24
下修无限制 2024-09-19下修未到底 剩余年限:4.39
分析时间为:2025-3-31 数据基于最新的第三季度报
非主板 医药生物-医疗器械-体外诊断
21-24净利润: 2.37 0.83 -1.85 0.2
21-24现金流: 2.55 1.53 -0.38 0.2
21-24营业收入: 5.98 6.87 2.54 预估2亿
总结: 要注意接近营业收入快接近1亿
1:剩余的转债规模3.24 亿约等于最近公司4年的净利润
2:当前价格119.85 到期赎回价115 2029-08-18 剩余年限4.39 溢价率21%
3:流通市值为35亿元,自由流通市值为11.3亿元(非常好)
4:实控人股份占比49%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押24.13% 大股东质押严重 公司目前处于中估状态
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | ||||||||||
346 垃圾可能还不起钱 | | 123156 | 博汇转债 | 116.402 | 0.78% | 5.07% | 2.38% | 23.15% | 28.35% | 3.68% | 23.15% | 300839 | 博汇股份 | 8.13 | -1.09% | -2.05% | -4.13% | 14.67% | 33.72% | -8.24% | 12.76% | 58.14% | 3.191 | 2.76 | -5.16 | 3.64 | -4.04 | -23.51% | 0.00% | -1.00 | 84.27 | 68.25% | 75.64% | - | 19.48 | 19.96 | 27.78 | -6.32% | -2.03 | -233.72% | 10.69 转股价下修1次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 76.05 | 0.000 | - | 53.06% | 16.04% | 169.46 | 提议 2025-04-17股东大会** 转股价不下修记录
| 其他石化 | 浙江 | 100.31 | A+ | 增强 | 69.42% | 7.48 | 13.90 | 0/15 | 30 | 115.00 | 20.40% | 19.90% | 9.45% | 28-08-16 | 3.37年 | 3.967 | 4759.52 | 3065.09 | 10.35% | 1.58% | 1.01% | -0.04% | 增强 | 21.49% ↓ | 3.967 | 4.618 | 120.30 | 垃圾可能还不起钱 | ||||||||||
347 下修有限制 | | 127066 | 科利转债 | 120.200 | -1.07% | -3.30% | -5.99% | 6.37% | 7.22% | 11.06% | 6.37% | 002850 | 科达利 | 117.99 | -4.44% | -10.51% | -11.29% | 20.79% | 13.09% | 40.92% | 20.79% | 16.22% | 3.181 | -2.69 | -6.35 | 2.89 | 23.53 | 15.37% | 1.25% | 16.03 | 33.66 | 12.90% | 37.70% | - | 232.21 | 322.67 | 105.11 | 21.47% | 12.01 | 33.47% | 150.70 | 78.30 | 0.000 | - | 53.52% | 12.97% | 173.72 | 暂不 2025-05-30 重新计***** 转股价不下修记录
| 锂电池 | 广东 | 106.40 | AA | 增强 | 48.53% | 105.49 | 195.91 | 0/15 | 30 | 110.00 | 6.60% | 4.80% | 37.62% | 28-07-08 | 3.27年 | 15.342 | 8574.52 | 33333.67 | 4.65% | 1.42% | -1.56% | -2.33% | 增强 | 32.04% ↓ | 15.342 | 18.441 | 114.30 | 下修有限制 | ||||||||||
348 下修有限制 | | 127024 | 盈峰转债 | 115.054 | -0.39% | -0.42% | -4.76% | 6.20% | 7.23% | 6.83% | 6.20% | 000967 | 盈峰环境 | 5.85 | -1.02% | -4.57% | -4.26% | 17.71% | 20.37% | 18.59% | 17.71% | 11.98% | 1.579 | -1.77 | -4.27 | 1.05 | 36.56 | 2.88% | 2.14% | 54.33 | 11.96 | 18.29% | 37.74% | 18.96% | 185.18 | 185.27 | 126.31 | 3.06% | 4.98 | 19.00% | 7.86 | 74.43 | 0.000 | - | 54.59% | 6.20% | 169.64 | 暂不 2025-04-28 重新计*** 转股价不下修记录
| 环保设备 | 浙江 | 108.34 | AA+ | 增强 | 38.21% | 5.50 | 10.22 | 0/15 | 30 | 110.00 | 8.00% | 8.00% | 27.35% | 26-11-04 | 1.59年 | 14.760 | 6627.21 | 21516.97 | 3.91% | 1.16% | -1.81% | -3.13% | 增强 | 28.36% ↑ | 14.760 | 16.982 | 111.80 | 下修有限制 | ||||||||||
349 分析时间为:2025-4-4 数据基于最新的第三季度报
最低价:89.100 (2021-02-08)
下修问题: 从未下修过,2025-07-14重新计算 | | 123080 | 海波转债 | 129.450 | 0.43% | -0.73% | -1.48% | -2.38% | -0.77% | 5.93% | -2.38% | 300517 | 海波重科 | 9.61 | 3.11% | 2.78% | 3.11% | 14.27% | -12.36% | 7.37% | 14.27% | 37.95% | 1.682 | -0.86 | 1.06 | 1.81 | 200.21 | 0.57% | 0.23% | 82.27 | 11.25 | 12.66% | 30.99% | - | 11.92 | 19.26 | 4.15 | -34.78% | 0.06 | -88.36% | 11.48 | 83.71 | 0.000 | - | 54.64% | 15.10% | 184.09 | 暂不 2025-07-14 重新计*** 转股价不下修记录
| 钢结构 | 湖北 | 112.47 | A+ | 增强 | 55.46% | 8.04 | 14.92 | 0/15 | 30 | 120.00 | 12.50% | 7.70% | 4.01% | 26-12-02 | 1.67年 | 1.487 | 2096.41 | 4587.82 | 10.94% | 3.89% | -3.44% | -5.58% | 增强 | 16.94% ↑ | 1.487 | 1.925 | 122.20 | 分析时间为:2025-4-4 数据基于最新的第三季度报
最低价:89.100 (2021-02-08)
下修问题: 从未下修过,2025-07-14重新计算 | ||||||||||
350 下修无限制 | | 127088 | 赫达转债 | 114.799 | 0.06% | 0.11% | -1.29% | 0.87% | -1.46% | 0.26% | 0.87% | 002810 | 山东赫达 | 12.45 | -1.97% | -4.74% | -2.51% | -1.95% | -15.84% | -17.79% | -1.95% | 18.58% | 4.018 | -0.29 | -3.68 | 1.95 | 25.78 | 11.17% | 1.57% | 30.81 | 4.22 | 31.35% | 43.43% | - | 39.84 | 43.34 | 15.56 | -9.70% | 2.20 | -37.76% | 16.85 | 73.89 | 0.000 | - | 55.37% | 10.66% | 170.17 | 暂不 2025-07-20 重新计**** 转股价不下修记录
| 其他化学制品 | 山东 | 103.74 | AA- | 增强 | 42.04% | 11.80 | 21.91 | 0/15 | 30 | 115.00 | 15.10% | 13.80% | 57.09% | 29-07-03 | 4.25年 | 5.999 | 719.65 | 4864.60 | 1.05% | 1.22% | 1.07% | 0.25% | 增强 | 41.35% ↓ | 5.999 | 6.887 | 120.00 | 下修无限制 | ||||||||||
351 | | 123216 | 科顺转债 | 110.780 | 0.16% | -0.05% | 2.01% | 5.41% | 8.98% | 7.18% | 5.41% | 300737 | 科顺股份 | 4.99 | 1.84% | -0.99% | 2.46% | -1.58% | -25.35% | -1.34% | -1.58% | 26.69% | 4.066 | -0.15 | -1.96 | 1.12 | -12.83 | -6.34% | 1.62% | -1.00 | 10.88 | 51.98% | 65.53% | 20.58% | 44.26 | 55.39 | 79.44 | 3.70% | -3.38 | -289.40% | 7.02* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 71.08 | 0.000 | - | 55.85% | 2.21% | 166.63 | 暂不 2025-05-13 重新计***** 转股价不下修记录
| 防水材料 | 广东 | 108.38 | AA | 增强 | 56.95% | 4.91 | 9.13 | 0/15 | 30 | 115.00 | 49.70% | 39.70% | 46.37% | 29-08-04 | 4.34年 | 21.978 | 5341.55 | 6090.43 | 2.20% | 1.38% | 1.86% | 1.05% | 增强 | 51.98% ↓ | 21.978 | 24.347 | 119.80 | - | ||||||||||
352 下修有限制 | | 110089 | 兴发转债 | 115.181 | -0.89% | -1.58% | -1.24% | 1.01% | 3.63% | 7.11% | 1.01% | 600141 | 兴发集团 | 21.69 | -1.09% | -5.78% | 0.46% | -0.05% | -8.37% | 19.90% | -0.05% | 11.31% | 3.338 | -1.90 | -3.63 | 1.12 | 14.96 | 6.73% | 2.77% | 13.42 | 8.27 | 37.60% | 52.11% | 5.08% | 239.30 | 239.30 | 281.05 | -7.28% | 13.79 | -76.44% | 29.40* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 73.78 | 0.000 | - | 56.12% | 8.27% | 171.30 | 至少还需6天9/15 | 30**** 转股价不下修记录
| 磷肥及磷化工 | 湖北 | 106.38 | AA+ | 增强 | 34.14% | 20.58 | 38.22 | 0/15 | 30 | 110.00 | 11.70% | 11.70% | 35.31% | 28-09-22 | 3.47年 | 27.997 | 8525.99 | 24317.28 | 2.64% | 1.01% | -0.23% | -0.96% | 增强 | 26.15% ↓ | 27.997 | 32.247 | 114.30 | 下修有限制 | ||||||||||
353 下修有限制 | | 127031 | 洋丰转债 | 115.700 | -0.43% | -0.69% | -0.09% | 1.08% | 2.30% | 5.51% | 1.08% | 000902 | 新洋丰 | 12.85 | 0.71% | -1.68% | 7.80% | -1.46% | -7.75% | 21.72% | -1.46% | 10.72% | 1.944 | -0.27 | 1.33 | 1.56 | 12.75 | 13.33% | 2.33% | 38.13 | 5.56 | 14.05% | 38.92% | 0.33% | 146.85 | 161.23 | 151.00 | -5.38% | 12.07 | -7.85% | 17.39* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 73.89 | 0.000 | - | 56.58% | 5.90% | 172.28 | 暂不 2025-08-11 重新计***** 转股价不下修记录
| 复合肥 | 湖北 | 109.25 | AA | 增强 | 27.07% | 12.17 | 22.61 | 0/15 | 30 | 112.00 | 6.80% | 6.20% | 34.95% | 27-03-25 | 1.98年 | 9.999 | 609.33 | 7656.04 | 0.53% | 0.52% | -0.84% | -2.08% | 增强 | 26.00% ↓ | 9.999 | 11.569 | 113.80 | 下修有限制 | ||||||||||
354 下修无限制 但是下修条款比较严格
年份 归母净利润(亿元) 现金流净额(亿元)
2020 0.97 5.94
2021 3.48 3.48
2022 9.64 14.22
2023 4.03 8.55
2024Q3 2.88 7.61
1:剩余的转债规模14亿约等于最近三年的公司净利润
2:当前价格112.9 大于到期赎回价111 剩余年限1.07年 转债占比: 28%
3:流通市值约为36亿 算比较大了 总市值50亿
4:实控人股份占比18%比较差(第一和第二占比合计31%)。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:无质押,比较好
7: 下修无限制 但是下修条款比较严格
8:从未下修过。最近三个月不下修,2025-03-31重新计算。
9:公司流动资产: 18.53 + 7.48 + 1.08 = 27.1亿(不包括应收账款和票据8.7,大部分为一年内的)
流动负债如下: 总计13.54亿
长期负债: 长期借款7亿+ 应付债券15亿 = 22亿元
项目 金额 (亿元)
短期借款 6.02
交易性金融负债 0.16
应付账款 2.31
应付票据 0
合同负债 1.68
应付职工薪酬 2.66
一年内到期的非流动负债 0.25
其他流动负债 0.46
流动负债合计 13.54
总结: 能还的起钱,公司从未下修过,公司最近业绩在变差,剩余14亿对公司很重要,在修条件比较严格,公司实控人比例不是很高,需要和公司沟通还钱意愿,不过大概率不愿意还全部的钱 | | 127016 | 鲁泰转债 | 112.908 | 0.03% | 0.06% | -0.08% | 0.38% | 1.75% | 2.94% | 0.38% | 000726 | 鲁泰A | 6.19 | -0.16% | 0.00% | 2.82% | -5.06% | -6.88% | 2.40% | -5.06% | 8.64% | 0.989 | 0.05 | 0.83 | 0.54 | 11.66 | 4.40% | 2.10% | 37.77 | 1.73 | 22.61% | 29.92% | - | 36.44 | 50.59 | 59.61 | -14.08% | 4.03 | -58.14% | 8.59 | 72.06 | 0.000 | - | 56.68% | 2.11% | 169.59 | 至少还需16天4/20 | 30**** 转股价不下修记录
| 棉纺 | 山东 | 110.58 | AA+ | 增强 | 27.01% | 6.01 | 11.17 | 0/15 | 30 | 111.00 | 38.40% | 27.70% | 38.44% | 26-04-09 | 1.02年 | 13.998 | 1521.55 | 3554.00 | 0.96% | 0.98% | -0.10% | -2.36% | 增强 | 28.61% ↑ | 13.998 | 15.805 | 112.80 | 下修无限制 但是下修条款比较严格
年份 归母净利润(亿元) 现金流净额(亿元)
2020 0.97 5.94
2021 3.48 3.48
2022 9.64 14.22
2023 4.03 8.55
2024Q3 2.88 7.61
1:剩余的转债规模14亿约等于最近三年的公司净利润
2:当前价格112.9 大于到期赎回价111 剩余年限1.07年 转债占比: 28%
3:流通市值约为36亿 算比较大了 总市值50亿
4:实控人股份占比18%比较差(第一和第二占比合计31%)。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:无质押,比较好
7: 下修无限制 但是下修条款比较严格
8:从未下修过。最近三个月不下修,2025-03-31重新计算。
9:公司流动资产: 18.53 + 7.48 + 1.08 = 27.1亿(不包括应收账款和票据8.7,大部分为一年内的)
流动负债如下: 总计13.54亿
长期负债: 长期借款7亿+ 应付债券15亿 = 22亿元
项目 金额 (亿元)
短期借款 6.02
交易性金融负债 0.16
应付账款 2.31
应付票据 0
合同负债 1.68
应付职工薪酬 2.66
一年内到期的非流动负债 0.25
其他流动负债 0.46
流动负债合计 13.54
总结: 能还的起钱,公司从未下修过,公司最近业绩在变差,剩余14亿对公司很重要,在修条件比较严格,公司实控人比例不是很高,需要和公司沟通还钱意愿,不过大概率不愿意还全部的钱 | ||||||||||
355 下修无限制 | | 118011 | 银微转债 | 116.491 | -0.91% | -0.21% | -1.85% | 3.91% | 2.71% | 10.25% | 3.91% | 688689 | 银河微电 | 23.40 | -2.74% | -1.52% | -5.49% | 10.43% | -10.07% | 16.52% | 10.43% | 16.64% | 3.073 | -0.71 | -2.96 | 2.31 | 104.93 | 4.94% | 0.85% | 85.40 | 23.83 | 22.88% | 35.83% | - | 30.16 | 30.16 | 6.95 | 2.86% | 0.64 | -25.85% | 31.53 | 74.22 | 0.000 | - | 56.96% | 15.14% | 173.45 | 至少还需2天13/15 | 30**** 转股价不下修记录
| 分立器件 | 江苏 | 101.17 | A+ | 增强 | 55.35% | 22.07 | 40.99 | 0/15 | 30 | 115.00 | 16.60% | 16.60% | 31.65% | 28-07-04 | 3.25年 | 4.997 | 1434.07 | 3061.48 | 2.46% | 1.01% | 1.05% | -0.05% | 增强 | 44.85% ↓ | 4.997 | 5.821 | 120.40 | 下修无限制 | ||||||||||
356 下修无限制
公司在2021-02-26下修过但没到底,不愿意还钱,目前溢价率48%
公司大股东占比51.2% 非常高 有24个亿市值没流通
公司其他信息:
每年净利润大约1亿多,24年三季度大约3.21亿 增长165%。
经营现金流每年都为正,而且基本都大于1亿 非常好
货币资金7.8亿 其他流动资产1亿 应收账款和票据为8.6亿
短期借款6.36亿 一年内到期的非流动负债2.18亿 应付账款和票据8亿
长期借款2.7亿 应付债券2.07亿
公司还款压力巨大, 不愿意还钱。可以等价格低一些再买入
115是到期价格,116可以少量介入,规模小,公司也许不愿意还钱的,加上今年业绩大涨 | | 123039 | 开润转债 | 117.879 | -1.11% | -0.10% | -1.10% | -0.89% | -1.27% | 4.91% | -0.89% | 300577 | 开润股份 | 22.14 | -8.02% | -1.38% | -1.95% | -10.91% | -15.12% | 62.96% | -10.91% | 12.91% | 0.736 | -0.48 | -2.13 | 2.51 | 23.50 | 6.50% | 0.42% | 9.00 | 29.59 | 34.24% | 49.16% | 13.93% | 31.05 | 53.09 | 31.05 | 13.28% | 1.16 | 146.49% | 29.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 75.05 | 0.000 | - | 57.07% | 6.23% | 174.95 | 至少还需1天14/15 | 30***** 转股价不下修记录
| 鞋帽及其他 | 安徽 | 110.97 | A+ | 增强 | 52.54% | 20.65 | 38.35 | 0/15 | 30 | 115.00 | 7.10% | 4.20% | 26.98% | 25-12-26 | 0.73年 | 2.216 | 2137.78 | 20310.32 | 8.18% | 6.43% | -3.35% | -6.84% | 增强 | 31.10% ↑ | 2.216 | 2.612 | 115.00 | 下修无限制
公司在2021-02-26下修过但没到底,不愿意还钱,目前溢价率48%
公司大股东占比51.2% 非常高 有24个亿市值没流通
公司其他信息:
每年净利润大约1亿多,24年三季度大约3.21亿 增长165%。
经营现金流每年都为正,而且基本都大于1亿 非常好
货币资金7.8亿 其他流动资产1亿 应收账款和票据为8.6亿
短期借款6.36亿 一年内到期的非流动负债2.18亿 应付账款和票据8亿
长期借款2.7亿 应付债券2.07亿
公司还款压力巨大, 不愿意还钱。可以等价格低一些再买入
115是到期价格,116可以少量介入,规模小,公司也许不愿意还钱的,加上今年业绩大涨 | ||||||||||
357 | | 113652 | 伟22转债 | 117.000 | -0.15% | 0.35% | 2.41% | 2.71% | 3.58% | 11.93% | 2.71% | 603568 | 伟明环保 | 20.65 | -3.14% | -2.82% | 8.63% | -4.53% | -10.84% | 11.75% | -4.53% | 15.61% | 3.195 | 0.01 | -2.45 | 2.78 | 14.12 | 20.04% | 1.21% | 3.15 | 5.53 | 33.62% | 46.68% | - | 350.72 | 352.01 | 60.25 | 34.66% | 20.48 | 23.09% | 27.75* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 74.41 | 0.000 | - | 57.23% | 10.30% | 174.23 | 暂不 2025-04-17 重新计***** 转股价不下修记录
| 固废治理 | 浙江 | 106.07 | AA | 增强 | 31.34% | 19.43 | 36.08 | 0/15 | 30 | 110.00 | 4.20% | 4.20% | 28.80% | 28-07-22 | 3.30年 | 14.768 | 3160.63 | 16596.52 | 1.83% | 0.47% | -0.77% | -1.53% | 增强 | 39.56% | 14.768 | 17.279 | 114.10 | - | ||||||||||
358 剩余年限4.95年有点长,其他还不错 | | 113680 | 丽岛转债 | 110.183 | 0.46% | 0.40% | -1.63% | 3.74% | 5.39% | -27.77% | 3.74% | 603937 | 丽岛新材 | 9.03 | -0.22% | 0.11% | -0.99% | -0.33% | -4.55% | -9.93% | -0.33% | 25.51% | 4.320 | -1.25 | -1.71 | 1.17 | 376.25 | 4.25% | 1.07% | 96.61 | 9.47 | 13.88% | 37.10% | - | 18.86 | 18.86 | 14.07 | -12.20% | 0.67 | -23.25% | 12.91 | 69.95 | 0.000 | - | 57.53% | 18.50% | 167.71 | 暂不 2025-09-17 重新计***** 转股价不下修记录
| 铝 | 江苏 | 92.98 | A+ | 增强 | 39.62% | 9.04 | 16.78 | 0/15 | 30 | 115.00 | 15.90% | 15.90% | 20.57% | 29-11-15 | 4.62年 | 3.000 | 1874.18 | 1984.10 | 5.67% | 1.06% | 2.03% | 1.25% | 增强 | 57.69% ↓ | 3.000 | 3.305 | 120.70 | 剩余年限4.95年有点长,其他还不错 | ||||||||||
359 | | 123195 | 蓝晓转02 | 121.383 | -0.44% | -0.82% | -1.91% | 1.43% | -1.31% | 3.14% | 1.43% | 300487 | 蓝晓科技 | 46.37 | -1.65% | -3.66% | -5.48% | -3.13% | -25.47% | 3.87% | -3.13% | 14.64% | 3.848 | -1.01 | -3.58 | 6.32 | 29.40 | 23.12% | 1.22% | 9.84 | 37.90 | 10.93% | 35.40% | 5.74% | 142.18 | 235.40 | 24.89 | 29.62% | 7.17 | 33.35% | 60.28 | 76.92 | 0.000 | - | 57.80% | 25.63% | 179.18 | 暂不 2025-08-11 重新计*** 转股价不下修记录
| 合成树脂 | 陕西 | 96.62 | A+ | 增强 | 46.88% | 42.20 | 78.36 | 0/15 | 30 | 115.00 | 3.80% | 2.30% | 22.73% | 29-04-17 | 4.04年 | 5.460 | 354.47 | 10593.35 | 0.54% | 0.74% | -0.08% | -0.97% | 增强 | 72.44% ↑ | 5.460 | 6.628 | 121.00 | - | ||||||||||
360 下修无限制 | | 118012 | 微芯转债 | 116.950 | -1.08% | -1.52% | -1.90% | 2.68% | -0.35% | 4.68% | 2.68% | 688321 | 微芯生物 | 18.72 | -0.69% | -0.16% | -2.40% | 0.75% | -22.13% | 5.70% | 0.75% | 23.57% | 3.079 | -0.55 | 0.17 | 4.65 | -96.50 | 5.47% | 0.00% | -1.00 | 14.78 | 43.95% | 50.77% | - | 76.34 | 76.34 | 5.24 | -1.18% | 0.89 | 408.09% | 25.26 | 74.11 | 0.000 | - | 57.81% | 15.52% | 174.76 | 暂不 2025-04-18 重新计*** 转股价不下修记录
| 化学制剂 | 广东 | 101.24 | A+ | 增强 | 47.69% | 17.68 | 32.84 | 0/15 | 30 | 115.00 | 6.50% | 6.50% | 43.36% | 28-07-05 | 3.26年 | 4.999 | 1002.14 | 8772.95 | 1.71% | 1.14% | 0.95% | -0.15% | 增强 | 44.99% ↓ | 4.999 | 5.846 | 120.50 | 下修无限制 | ||||||||||
361 下修有限制 | | 123091 | 长海转债 | 114.000 | -0.86% | -0.03% | -1.27% | 2.22% | 1.04% | 5.25% | 2.22% | 300196 | 长海股份 | 11.25 | -0.18% | -2.00% | 0.45% | 3.31% | -12.72% | 16.04% | 3.31% | 13.30% | 1.692 | -0.62 | -0.75 | 1.01 | 23.24 | 6.81% | 1.33% | 44.34 | 6.23 | 19.73% | 33.36% | - | 27.71 | 45.98 | 26.07 | -13.59% | 2.96 | -63.77% | 15.64 | 71.93 | 0.000 | - | 58.49% | 4.69% | 172.49 | 暂不 2025-06-16 重新计*** 转股价不下修记录
| 玻纤制造 | 江苏 | 108.89 | AA | 增强 | 37.74% | 10.95 | 20.33 | 0/15 | 30 | 111.00 | 19.80% | 12.00% | 23.98% | 26-12-23 | 1.72年 | 5.497 | 1623.49 | 1782.13 | 2.59% | 0.64% | -0.62% | -1.95% | 增强 | 32.46% ↓ | 5.497 | 6.267 | 112.80 | 下修有限制 | ||||||||||
362 | | 127064 | 杭氧转债 | 119.187 | 0.43% | -1.26% | -1.63% | -2.14% | 0.49% | -8.46% | -2.14% | 002430 | 杭氧股份 | 20.22 | -0.49% | -6.73% | -0.15% | -7.25% | -14.36% | -27.03% | -7.25% | 18.09% | 3.069 | -0.97 | -3.72 | 2.16 | 23.11 | 14.29% | 4.95% | 38.55 | 28.39 | 39.86% | 56.84% | - | 197.65 | 198.94 | 133.09 | 3.95% | 12.16 | 0.48% | 26.89 | 75.20 | 0.000 | - | 58.50% | 13.49% | 177.69 | 暂不 2025-05-09 重新计** 转股价不下修记录
| 其他化学制品 | 浙江 | 105.02 | AA+ | 增强 | 38.36% | 18.82 | 34.96 | 0/15 | 30 | 108.00 | 5.80% | 5.70% | 29.71% | 28-05-19 | 3.13年 | 11.366 | 2385.72 | 12385.27 | 1.77% | 0.62% | -2.04% | -2.71% | 增强 | 50.52% ↓ | 11.366 | 13.547 | 111.90 | - | ||||||||||
363 分红历史: 近几年有过分红历史 但分红较少
近5年净利润情况:
```
2019年 3.2亿 2020年3.57亿 2021年1.91亿
2022年-4.5亿 2023年-1.97亿 2024年3季度 0.1335亿元
近3年利润下降非常严重 但每年营业收入达14亿以上
```
有无退市风险: 没有,每年营收差不多14亿。
近几年经营现金流: 为正
公司现金:
货币资金5.53亿 其他流动资产1.6亿 应收账款17亿(13.3亿为一年以内的 2.37亿为1-2年内的)
合同资产6.59亿
商誉7.51亿,后续可以通过这个降低每股净资产
短期借款 11.21亿 应付账款11.77亿(5.5亿为一年内 1-2年内的为1.3亿) 合同负债2.4亿 一年内到期非流动负债1亿
长期借款7.7亿 应付债券8.96亿元
偿债压力非常巨大
资产负债率: 57% (非常棒,小于60%)
股权质押:大股东质押了其50%的股份
公司行业: 环保行业
缺点:质押太高 负债太大
11月6号前有知名可转债私募买了20%比例的维尔转债
目前盈利模式:到期拿利息 强赎 拉正股造成负溢价率
也有可能把公司卖给地方政府 | | 123049 | 维尔转债 | 109.900 | 0.34% | 1.07% | 2.37% | 4.47% | 15.01% | 8.44% | 4.47% | 300190 | 维尔利 | 3.21 | 0.94% | -3.31% | -0.62% | -8.55% | -21.13% | -7.44% | -8.55% | 24.01% | 0.908 | 0.57 | -3.08 | 0.71 | -6.98 | -5.35% | 0.31% | -1.00 | 4.39 | 44.65% | 56.99% | 14.29% | 24.92 | 25.09 | 22.12 | 6.11% | -1.97 | 56.09% | 4.63***** 转股价下修6次,成功下修5次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 69.33 | 0.000 | - | 58.52% | 0.23% | 168.42 | 提议 股东大会日期待定***** 转股价不下修记录
| 综合环境治理 | 江苏 | 109.65 | A- | 增强 | 45.43% | 3.24 | 6.02 | 0/15 | 30 | 118.00 | 36.80% | 36.50% | 6.01% | 26-04-13 | 1.03年 | 9.169 | 1064.06 | 1944.21 | 1.06% | 0.78% | 9.59% | 5.86% | 增强 | 23.04% ↓ | 9.169 | 10.077 | 120.50 | 分红历史: 近几年有过分红历史 但分红较少
近5年净利润情况:
```
2019年 3.2亿 2020年3.57亿 2021年1.91亿
2022年-4.5亿 2023年-1.97亿 2024年3季度 0.1335亿元
近3年利润下降非常严重 但每年营业收入达14亿以上
```
有无退市风险: 没有,每年营收差不多14亿。
近几年经营现金流: 为正
公司现金:
货币资金5.53亿 其他流动资产1.6亿 应收账款17亿(13.3亿为一年以内的 2.37亿为1-2年内的)
合同资产6.59亿
商誉7.51亿,后续可以通过这个降低每股净资产
短期借款 11.21亿 应付账款11.77亿(5.5亿为一年内 1-2年内的为1.3亿) 合同负债2.4亿 一年内到期非流动负债1亿
长期借款7.7亿 应付债券8.96亿元
偿债压力非常巨大
资产负债率: 57% (非常棒,小于60%)
股权质押:大股东质押了其50%的股份
公司行业: 环保行业
缺点:质押太高 负债太大
11月6号前有知名可转债私募买了20%比例的维尔转债
目前盈利模式:到期拿利息 强赎 拉正股造成负溢价率
也有可能把公司卖给地方政府 | ||||||||||
364 下修无限制,公司短期和长期偿债压力很大。公司很大可能不愿意还钱
2025-07-17重新计算下修 剩余6个亿和1.6年。 | | 128137 | 洁美转债 | 116.793 | -0.69% | -0.30% | -3.55% | -0.57% | -0.64% | -2.55% | -0.57% | 002859 | 洁美科技 | 19.65 | -3.11% | -3.96% | -6.21% | -5.30% | -8.28% | -13.08% | -5.30% | 15.75% | 1.577 | -1.58 | -4.75 | 2.84 | 32.81 | 8.88% | 1.02% | 21.78 | 4.56 | 43.56% | 49.95% | 19.47% | 79.70 | 84.67 | 15.72 | 20.83% | 2.56 | 54.11% | 26.68 | 73.65 | 0.000 | - | 58.58% | 7.22% | 175.37 | 暂不 2025-07-17 重新计*** 转股价不下修记录
| 其他电子 | 浙江 | 108.93 | AA- | 增强 | 41.57% | 18.68 | 34.68 | 0/15 | 30 | 112.00 | 7.50% | 7.10% | 55.76% | 26-11-04 | 1.59年 | 5.992 | 1452.17 | 10783.39 | 2.08% | 1.34% | -1.64% | -3.16% | 增强 | 43.55% ↑ | 5.992 | 6.998 | 113.80 | 下修无限制,公司短期和长期偿债压力很大。公司很大可能不愿意还钱
2025-07-17重新计算下修 剩余6个亿和1.6年。 | ||||||||||
365 营业收入很接近3亿并且净利润为负了,小心被st退市
2.796亿规模,并且平时价格较高,剩余年限3.885年漫长的 | | 127080 | 声迅转债 | 120.351 | -0.45% | -0.72% | -6.22% | -4.54% | -11.59% | -28.06% | -4.54% | 003004 | 声迅股份 | 21.92 | -1.22% | -2.66% | -15.10% | -13.67% | -17.81% | -26.65% | -13.67% | 34.51% | 3.585 | -1.95 | -9.35 | 2.38 | 155.46 | 3.36% | 0.91% | 59.75 | 13.97 | 24.57% | 31.67% | - | 14.42 | 17.94 | 2.80 | -11.81% | 0.25 | -31.33% | 28.94 | 75.74 | 0.000 | - | 58.89% | 23.25% | 179.24 | 至少还需3天12/15 | 30* 转股价不下修记录
| 安防设备 | 北京 | 97.65 | A+ | 增强 | 57.36% | 20.26 | 37.62 | 0/15 | 30 | 115.00 | 19.40% | 15.60% | 1.49% | 28-12-30 | 3.75年 | 2.794 | 859.80 | 2662.23 | 2.56% | 1.84% | -0.06% | -0.98% | 增强 | 56.52% ↓ | 2.794 | 3.363 | 120.10 | 营业收入很接近3亿并且净利润为负了,小心被st退市
2.796亿规模,并且平时价格较高,剩余年限3.885年漫长的 | ||||||||||
366 | | 113623 | 凤21转债 | 115.787 | -0.47% | -1.20% | -1.29% | 1.82% | 2.23% | -0.14% | 1.82% | 603225 | 新凤鸣 | 11.63 | -4.36% | -4.75% | -6.13% | 4.49% | -8.43% | -15.52% | 4.49% | 13.18% | 1.944 | -0.97 | -3.98 | 1.05 | 22.15 | 6.68% | 2.19% | 64.61 | 15.57 | 61.77% | 68.32% | 3.42% | 175.82 | 177.33 | 614.69 | 21.03% | 10.86 | 628.44% | 16.00 | 72.69 | 0.000 | - | 59.29% | 4.65% | 175.08 | 至少还需3天12/15 | 30***** 转股价不下修记录
| 涤纶 | 浙江 | 110.64 | AA | 增强 | 35.75% | 11.20 | 20.80 | 0/15 | 30 | 112.00 | 14.20% | 14.10% | 29.19% | 27-04-08 | 2.01年 | 24.999 | 6367.35 | 21214.19 | 2.20% | 1.20% | -0.21% | -1.56% | 增强 | 25.04% ↑ | 24.999 | 28.946 | 115.30 | - | ||||||||||
367 76.353 (2024-08-23) 防守蛮差的 规模20亿规模太大了。
下修无限制 从未下修过,每次都是本次不下修 2025-03-19重新计算
下修条件严格
沪主板 建筑装饰-专业工程-钢结构
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 6.87 -2.43 151
2022年 6.99 -1.37 157
2023年 5.48 4.71 165
2024年 预估6 预估3.2 170
1:剩余的转债规模20亿约等于最近3年多的公司净利润
2:当前价格106.4 到期赎回价112 2028-04-22 剩余年限3年
3:流通市值为66亿元,自由流通市值为48亿元(很大)
4:实控人股份占比26.8%一般。
5:从净利润和营业收入来看暂无退市风险。
6:质押:22% 质押严重 公司目前处于中估状态
7:公司流动资产: 50.6亿货币资金(不包括应收账款和票据34.93亿) => 196.3
到期收益:3%
流动负债总计 125.59亿(包含短期负债8.3 + 应付账款和票据92.8亿)
非流动负债总计: 26.7亿(包含长期借款5.5亿+ 应付债券20亿)
总结: 公司近几年近业绩持续稳定,目前公司市值估值处于历史高位,公司短期和长期偿债压力很大,公司现金流一般。转债规模20亿太大了,公司头铁一直不下修,剩余年限3年很长。 需要查询下应付账款和票据一年内占比高嘛。建议100接入 | | 110086 | 精工转债 | 108.252 | 0.18% | -0.13% | -0.35% | 6.40% | 16.36% | 8.80% | 6.40% | 600496 | 精工钢构 | 3.30 | 1.23% | 2.17% | 7.84% | 9.27% | 7.14% | 16.12% | 9.27% | 22.39% | 2.855 | 0.19 | 1.98 | 0.75 | 15.57 | 6.64% | 1.82% | 21.48 | 5.44 | 28.32% | 63.05% | 21.22% | 66.43 | 66.43 | 165.06 | 5.04% | 5.48 | -21.59% | 4.86 | 67.90 | 0.000 | - | 59.43% | -0.55% | 167.68 | 至少还需3天12/15 | 30***** 转股价不下修记录
| 钢结构 | 安徽 | 108.85 | AA | 增强 | 27.25% | 3.40 | 6.32 | 0/15 | 30 | 112.00 | 30.10% | 30.10% | 38.90% | 28-04-22 | 3.06年 | 19.999 | 3145.84 | 9778.42 | 1.46% | 1.48% | 2.43% | 1.46% | 增强 | 19.13% ↓ | 19.999 | 21.649 | 116.30 | 76.353 (2024-08-23) 防守蛮差的 规模20亿规模太大了。
下修无限制 从未下修过,每次都是本次不下修 2025-03-19重新计算
下修条件严格
沪主板 建筑装饰-专业工程-钢结构
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 6.87 -2.43 151
2022年 6.99 -1.37 157
2023年 5.48 4.71 165
2024年 预估6 预估3.2 170
1:剩余的转债规模20亿约等于最近3年多的公司净利润
2:当前价格106.4 到期赎回价112 2028-04-22 剩余年限3年
3:流通市值为66亿元,自由流通市值为48亿元(很大)
4:实控人股份占比26.8%一般。
5:从净利润和营业收入来看暂无退市风险。
6:质押:22% 质押严重 公司目前处于中估状态
7:公司流动资产: 50.6亿货币资金(不包括应收账款和票据34.93亿) => 196.3
到期收益:3%
流动负债总计 125.59亿(包含短期负债8.3 + 应付账款和票据92.8亿)
非流动负债总计: 26.7亿(包含长期借款5.5亿+ 应付债券20亿)
总结: 公司近几年近业绩持续稳定,目前公司市值估值处于历史高位,公司短期和长期偿债压力很大,公司现金流一般。转债规模20亿太大了,公司头铁一直不下修,剩余年限3年很长。 需要查询下应付账款和票据一年内占比高嘛。建议100接入 | ||||||||||
368 下修无限制 | | 113679 | 芯能转债 | 110.713 | -0.81% | -0.44% | -2.15% | 2.22% | 3.55% | 3.22% | 2.22% | 603105 | 芯能科技 | 8.99 | -0.66% | 0.11% | 2.51% | -0.22% | -7.51% | -9.47% | -0.22% | 19.81% | 4.283 | -1.04 | 0.14 | 2.06 | 21.20 | 11.83% | 1.67% | 10.03 | 8.56 | 46.27% | 49.84% | 6.60% | 44.95 | 44.95 | 6.86 | 5.59% | 2.20 | 14.99% | 12.95 | 69.42 | 0.000 | - | 59.48% | 7.99% | 170.19 | 暂不 2025-09-05 重新计*** 转股价不下修记录
| 光伏发电 | 浙江 | 102.52 | AA- | 增强 | 45.15% | 9.07 | 16.84 | 0/15 | 30 | 115.00 | 19.60% | 19.60% | 37.40% | 29-10-26 | 4.57年 | 8.799 | 1051.58 | 7423.96 | 1.08% | 1.65% | 1.82% | 1.04% | 增强 | 54.46% ↑ | 8.799 | 9.742 | 120.00 | 下修无限制 | ||||||||||
369 下修无限制 | | 123114 | 三角转债 | 119.400 | 0.10% | -0.04% | -1.93% | 0.89% | -3.71% | 2.71% | 0.89% | 300775 | 三角防务 | 23.61 | 0.21% | -2.03% | 0.55% | -5.29% | -28.11% | -6.45% | -5.29% | 18.77% | 2.065 | -1.70 | -4.13 | 2.28 | 34.27 | 15.97% | 0.77% | 34.82 | 4.73 | 26.17% | 38.27% | 9.47% | 125.65 | 129.91 | 24.94 | 32.90% | 8.15 | 30.39% | 31.54 | 74.86 | 0.000 | - | 59.50% | 6.43% | 178.90 | 暂不 2025-09-26 重新计* 转股价不下修记录
| 航空装备 | 陕西 | 112.19 | AA- | 增强 | 59.17% | 22.08 | 41.00 | 0/20 | 30 | 115.00 | 7.20% | 6.90% | 46.44% | 27-05-25 | 2.14年 | 9.003 | 1972.69 | 18138.52 | 1.84% | 1.44% | -0.16% | -1.69% | 增强 | 41.87% ↑ | 9.003 | 10.750 | 119.00 | 下修无限制 | ||||||||||
370 下修有限制 | | 113636 | 甬金转债 | 117.604 | 0.34% | 0.69% | -1.74% | 4.16% | 2.73% | 8.89% | 4.16% | 603995 | 甬金股份 | 20.30 | -0.49% | -1.31% | 2.58% | 10.99% | -4.38% | 26.12% | 10.99% | 14.60% | 2.589 | 0.03 | -1.25 | 1.35 | 12.39 | 9.09% | 2.47% | 10.44 | 22.31 | 38.03% | 57.06% | - | 74.22 | 74.22 | 398.74 | 0.81% | 4.53 | -6.94% | 27.54* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 73.71 | 0.000 | - | 59.55% | 7.04% | 177.15 | 暂不 2025-04-26 重新计***** 转股价不下修记录
| 特钢 | 浙江 | 109.87 | AA- | 增强 | 35.50% | 19.28 | 35.80 | 0/15 | 30 | 115.00 | 13.50% | 13.50% | 51.54% | 27-12-13 | 2.70年 | 9.995 | 2144.58 | 4780.71 | 1.83% | 0.65% | 0.45% | -0.77% | 增强 | 42.28% ↑ | 9.995 | 11.755 | 119.00 | 下修有限制 | ||||||||||
371 | | 127022 | 恒逸转债 | 104.599 | 0.08% | -0.75% | -1.35% | 1.80% | 4.81% | 3.47% | 1.80% | 000703 | 恒逸石化 | 6.03 | 0.17% | -1.79% | -2.27% | -3.98% | -16.48% | -8.29% | -3.98% | 8.12% | 1.484 | -0.42 | -1.21 | 0.91 | -188.44 | 1.74% | 1.66% | -1.00 | 0.89 | 69.25% | 71.97% | 5.14% | 219.94 | 221.08 | 1361.48 | -10.46% | 4.35 | 140.34% | 9.20* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 65.54 | 0.000 | - | 59.59% | 1.25% | 164.19 | 暂不 2025-06-10 重新计***** 转股价不下修记录
| 炼油化工 | 广西 | 103.31 | AA+ | 增强 | 28.03% | 6.44 | 11.96 | 0/15 | 30 | 105.00 | 9.10% | 9.00% | 25.01% | 26-10-16 | 1.54年 | 19.998 | 1808.23 | 5775.52 | 0.87% | 0.26% | 1.19% | 0.38% | 增强 | 24.98% ↑ | 19.998 | 20.918 | 106.50 | - | ||||||||||
372 下修无限制 | | 127090 | 兴瑞转债 | 117.160 | -1.21% | -1.67% | -5.89% | 4.69% | 0.50% | 0.47% | 4.69% | 002937 | 兴瑞科技 | 18.90 | -4.01% | -6.25% | -13.50% | 11.83% | -11.43% | -16.30% | 11.83% | 19.66% | 4.108 | -3.38 | -11.18 | 3.60 | 21.31 | 19.14% | 2.12% | 9.20 | 10.03 | 20.33% | 36.69% | 16.40% | 56.09 | 56.28 | 20.06 | 13.51% | 2.67 | 21.99% | 25.90 | 72.97 | 0.000 | - | 60.55% | 14.47% | 177.71 | 暂不 2025-07-01 重新计***** 转股价不下修记录
| 汽车电子电气系统 | 浙江 | 102.35 | AA- | 增强 | 45.70% | 18.13 | 33.67 | 0/15 | 30 | 114.00 | 8.20% | 8.20% | 52.60% | 29-07-24 | 4.31年 | 4.616 | 2041.22 | 7818.77 | 3.77% | 1.38% | 0.31% | -0.45% | 增强 | 39.40% ↓ | 4.616 | 5.408 | 118.70 | 下修无限制 | ||||||||||
373 下修有限制 | | 111010 | 立昂转债 | 112.361 | -0.71% | -1.59% | -4.79% | -0.23% | -0.20% | 7.53% | -0.23% | 605358 | 立昂微 | 23.48 | -1.05% | -1.88% | -8.82% | -5.21% | -11.76% | -1.72% | -5.21% | 24.96% | 3.437 | -2.21 | -3.85 | 2.04 | -78.01 | 0.82% | 0.36% | -1.00 | 16.77 | 46.88% | 52.33% | 8.37% | 157.64 | 157.64 | 26.90 | -7.71% | 0.66 | -90.44% | 33.59* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 69.90 | 0.000 | - | 60.74% | 4.79% | 173.10 | 暂不 2025-06-27 重新计***** 转股价不下修记录
| 半导体材料 | 浙江 | 107.22 | AA | 增强 | 44.88% | 23.51 | 43.67 | 0/15 | 30 | 112.00 | 21.50% | 21.50% | 39.75% | 28-11-14 | 3.62年 | 33.896 | 7550.89 | 9639.80 | 1.97% | 0.61% | 0.98% | 0.17% | 增强 | 17.69% ↓ | 33.896 | 38.086 | 116.30 | 下修有限制 | ||||||||||
374 | | 128119 | 龙大转债 | 109.104 | 0.05% | 0.19% | -3.06% | -0.90% | 5.45% | 1.69% | -0.90% | 002726 | 龙大美食 | 6.26 | 0.81% | -0.16% | -1.42% | -20.96% | -16.31% | -10.57% | -20.96% | 17.54% | 1.182 | -0.52 | -2.29 | 4.34 | -8.39 | -67.23% | 0.00% | -1.00 | 72.80 | 62.94% | 70.95% | 10.74% | 67.43 | 67.56 | 133.18 | -17.36% | -15.38 | -2140.92% | 9.30 | 67.31 | 0.000 | - | 62.09% | -0.47% | 171.19 | 暂不 2025-09-08 重新计***** 转股价不下修记录
| 肉制品 | 山东 | 109.62 | A+ | 增强 | 29.52% | 6.51 | 12.09 | 0/15 | 30 | 115.00 | 14.00% | 14.00% | 37.15% | 26-07-13 | 1.28年 | 9.461 | 2573.86 | 6585.80 | 2.50% | 0.98% | 5.56% | 3.13% | 增强 | 39.12% ↑ | 9.461 | 10.322 | 116.80 | - | ||||||||||
375 | | 113671 | 武进转债 | 115.640 | -0.03% | -0.92% | -1.60% | -0.82% | 0.19% | -5.37% | -0.82% | 603878 | 武进不锈 | 5.64 | 0.71% | -1.23% | 2.73% | -1.40% | -12.29% | -24.32% | -1.40% | 19.38% | 4.084 | -1.20 | -1.36 | 1.19 | 14.10 | 13.20% | 9.40% | 45.08 | 21.09 | 12.64% | 32.69% | - | 31.64 | 31.64 | 35.16 | 24.21% | 3.52 | 63.43% | 8.02 | 70.32 | 0.000 | - | 64.44% | 11.14% | 180.08 | 暂不 2025-08-14 重新计*** 转股价不下修记录
| 钢铁管材 | 江苏 | 104.05 | AA | 增强 | 36.14% | 5.61 | 10.43 | 0/15 | 30 | 110.00 | 9.80% | 9.80% | 43.01% | 29-07-10 | 4.27年 | 3.099 | 911.53 | 2903.81 | 2.55% | 0.92% | -0.17% | -0.79% | 增强 | 38.39% ↓ | 3.099 | 3.584 | 114.80 | - | ||||||||||
376 | | 127071 | 天箭转债 | 115.200 | -0.10% | 0.13% | -2.69% | 1.70% | 0.62% | -0.21% | 1.70% | 003009 | 中天火箭 | 37.07 | -0.64% | -3.24% | -6.60% | -4.95% | -17.40% | -17.54% | -4.95% | 13.58% | 3.293 | -1.17 | -5.27 | 3.54 | 469.24 | 6.10% | 0.17% | 99.29 | 2.53 | 27.90% | 47.76% | - | 57.60 | 57.60 | 11.80 | -4.50% | 0.96 | -33.43% | 52.94 | 70.02 | 0.000 | - | 64.52% | 10.60% | 179.72 | 暂不 2025-06-03 重新计**** 转股价不下修记录
| 航天装备 | 陕西 | 104.16 | AA+ | 增强 | 34.40% | 37.06 | 68.82 | 0/15 | 30 | 108.00 | 8.60% | 8.60% | 33.06% | 28-08-22 | 3.39年 | 4.949 | 495.66 | 3546.67 | 0.87% | 0.61% | -0.92% | -1.54% | 增强 | 33.95% ↑ | 4.949 | 5.701 | 111.70 | - | ||||||||||
377 | | 113043 | 财通转债 | 115.600 | 0.05% | -1.17% | -2.86% | -0.52% | -4.21% | 4.32% | -0.52% | 601108 | 财通证券 | 7.86 | -0.13% | -1.26% | -3.56% | -3.79% | -17.54% | 2.58% | -3.79% | 14.15% | 1.712 | -1.47 | -1.52 | 1.02 | 17.01 | 6.67% | 1.91% | 32.02 | 11.71 | 53.82% | 74.82% | 1.69% | 365.00 | 365.00 | 65.17 | 35.03% | 22.52 | 48.43% | 11.19 | 70.24 | 0.000 | - | 64.58% | 10.56% | 180.18 | 暂不 2025-05-26 重新计***** 转股价不下修记录
| 证券 | 浙江 | 104.56 | AAA | 增强 | 32.55% | - | 14.55 | 0/15 | 30 | 106.00 | 10.40% | 10.40% | 23.77% | 26-12-10 | 1.69年 | 37.994 | 3205.56 | 16451.95 | 0.73% | 0.45% | -4.00% | -4.84% | 增强 | 47.50% ↑ | 37.994 | 43.921 | 108.00 | - | ||||||||||
378 下修有限制 | | 110087 | 天业转债 | 107.600 | 0.43% | -0.34% | 0.07% | 0.53% | 7.45% | 6.16% | 0.53% | 600075 | 新疆天业 | 4.39 | 0.92% | -3.30% | 2.33% | 0.92% | -6.00% | 7.33% | 0.92% | 10.94% | 3.059 | 0.26 | 0.64 | 0.81 | -56.28 | -7.52% | 0.00% | -1.00 | 4.62 | 42.92% | 54.80% | - | 74.95 | 74.95 | 114.65 | -19.61% | -7.75 | -185.75% | 6.80 | 64.56 | 0.000 | - | 66.67% | 2.70% | 174.27 | 暂不 2025-07-23 重新计***** 转股价不下修记录
| 氯碱 | 新疆 | 104.77 | AA+ | 增强 | 29.39% | 4.76 | 8.84 | 0/15 | 30 | 108.00 | 40.00% | 40.00% | 32.42% | 28-06-23 | 3.23年 | 29.999 | 1425.47 | 3835.61 | 0.44% | 0.51% | 1.25% | 0.56% | 增强 | 28.73% ↓ | 29.999 | 32.279 | 111.90 | 下修有限制 | ||||||||||
379 转债名称: 百畅转债
主板类型: 创业板(10%)
到期赎回价 112(2023年上市的价格竟能不在115 说明公司非常小气)
建议买入价格: 90
溢价率:68% (溢价率过高,不能股债联动)
转债规模: 4.2亿 (规模一般)
概念:固废处理
剩余年限: 4.2年(剩余的时间很长,如果利润和货币资金比较少的话,不建议持有)
转债占比: 23% (不超过20%为好)
转债历史最低价格:最低 2024-06-24到达过73
转债历史最高价格:最低 2023-07-14到达过131
转债10大持有人合计: 27% (越高越好,但不是很重要)
债券等级: A- (最好为A,主要还是看货币资金和每年净利润咋样)
下修历史: 有过2次下修,一次下修差不多到底
下修限制: 1.22 (无法破净下修)
正股市值:18亿 (市值较小,正股波动性较好)
近5年净利润情况:
```
前4年每年年净利润不错,平均每年5千万,2023年为负-0.9亿
2024年第三季度为-0.75
```
有无退市风险: 没有,每年营收差不多大于4亿。
近几年经营现金流: 都为正 非常不错
公司现金:
```
货币资金0.85亿 货币资金不能覆盖短期负债 很危险 其他流动资产0.49亿 应收账款6.3亿(1.596亿为一年以内的 大部分是2年以上的,垃圾)
合同资产1.4亿
短期借款 3亿 应付账款1亿 一年内到期非流动负债0.5亿
长期借款0.3亿 应付债券4.2亿元
偿债压力非常巨大
```
资产负债率: 38% (非常棒,小于60%)
股权质押:大股东质押了其50%的股份
公司行业: 固废处理
缺点:大股东质押太高 不会轻易下修的
着重看质押情况和应收账款
后面就看大股东质押情况,以及应收账款是否得到改善才可以考虑买它 | | 123175 | 百畅转债 | 96.869 | -0.18% | 0.01% | -0.14% | 2.63% | 9.40% | -1.37% | 2.63% | 300614 | 百川畅银 | 11.84 | 0.08% | 0.59% | 7.64% | 24.89% | -0.50% | -13.77% | 24.89% | 23.72% | 3.537 | -0.55 | 1.82 | 1.26 | -11.31 | -5.79% | 0.00% | -1.00 | 30.85 | 31.70% | 38.10% | 20.82% | 19.00 | 19.00 | 4.03 | -9.34% | -0.92 | -343.44% | 20.40** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 58.04 | 0.000 | - | 66.90% | 2.51% | 163.77 | 暂不 2025-04-17 重新计***** 转股价不下修记录
| 固废治理 | 河南 | 94.50 | A+ | 增强 | 56.27% | 14.28 | 26.52 | 0/15 | 30 | 112.00 | 22.10% | 22.10% | 35.64% | 29-02-22 | 3.89年 | 4.200 | 1843.89 | 3843.12 | 4.53% | 2.02% | 5.15% | 4.31% | 增强 | 35.06% ↓ | 4.200 | 4.068 | 117.30 | 转债名称: 百畅转债
主板类型: 创业板(10%)
到期赎回价 112(2023年上市的价格竟能不在115 说明公司非常小气)
建议买入价格: 90
溢价率:68% (溢价率过高,不能股债联动)
转债规模: 4.2亿 (规模一般)
概念:固废处理
剩余年限: 4.2年(剩余的时间很长,如果利润和货币资金比较少的话,不建议持有)
转债占比: 23% (不超过20%为好)
转债历史最低价格:最低 2024-06-24到达过73
转债历史最高价格:最低 2023-07-14到达过131
转债10大持有人合计: 27% (越高越好,但不是很重要)
债券等级: A- (最好为A,主要还是看货币资金和每年净利润咋样)
下修历史: 有过2次下修,一次下修差不多到底
下修限制: 1.22 (无法破净下修)
正股市值:18亿 (市值较小,正股波动性较好)
近5年净利润情况:
```
前4年每年年净利润不错,平均每年5千万,2023年为负-0.9亿
2024年第三季度为-0.75
```
有无退市风险: 没有,每年营收差不多大于4亿。
近几年经营现金流: 都为正 非常不错
公司现金:
```
货币资金0.85亿 货币资金不能覆盖短期负债 很危险 其他流动资产0.49亿 应收账款6.3亿(1.596亿为一年以内的 大部分是2年以上的,垃圾)
合同资产1.4亿
短期借款 3亿 应付账款1亿 一年内到期非流动负债0.5亿
长期借款0.3亿 应付债券4.2亿元
偿债压力非常巨大
```
资产负债率: 38% (非常棒,小于60%)
股权质押:大股东质押了其50%的股份
公司行业: 固废处理
缺点:大股东质押太高 不会轻易下修的
着重看质押情况和应收账款
后面就看大股东质押情况,以及应收账款是否得到改善才可以考虑买它 | ||||||||||
380 下修无限制 | | 118009 | 华锐转债 | 116.523 | -0.25% | -0.38% | -1.68% | 5.97% | 6.87% | 3.80% | 5.97% | 688059 | 华锐精密 | 62.95 | 1.30% | 1.04% | 1.91% | 40.83% | 0.40% | -2.85% | 40.83% | 19.02% | 3.068 | -1.91 | -3.35 | 3.01 | 31.03 | 13.46% | 1.26% | 38.69 | 21.69 | 36.28% | 48.24% | 2.80% | 39.19 | 39.19 | 7.94 | 32.02% | 1.58 | -4.85% | 91.31 | 68.94 | 0.000 | - | 69.02% | 17.06% | 185.54 | 暂不 2025-08-26 重新计***** 转股价不下修记录
| 金属制品 | 湖南 | 99.54 | A+ | 增强 | 59.73% | 63.92 | 118.70 | 0/15 | 30 | 113.00 | 10.20% | 10.20% | 44.36% | 28-06-24 | 3.23年 | 3.998 | 1200.83 | 4933.44 | 2.58% | 1.27% | 0.48% | -0.51% | 增强 | 44.20% ↑ | 3.998 | 4.659 | 118.30 | 下修无限制 | ||||||||||
381 下修有限制 | | 123196 | 正元转02 | 113.759 | -0.31% | 0.11% | -5.87% | 3.51% | 4.56% | 4.50% | 3.51% | 300645 | 正元智慧 | 14.76 | -0.87% | -1.20% | -15.17% | 0.48% | -24.35% | -8.99% | 0.48% | 23.55% | 3.829 | -2.21 | -7.08 | 1.93 | 152.17 | 3.96% | 0.27% | 88.54 | 8.18 | 43.83% | 54.57% | 19.50% | 20.97 | 20.97 | 12.25 | 14.99% | 0.42 | -41.23% | 21.95* 转股价下修2次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 67.24 | 0.000 | - | 69.17% | 19.65% | 182.93 | 暂不 2025-09-12 重新计***** 转股价不下修记录
| 其他计算机设备 | 浙江 | 95.08 | A+ | 增强 | 62.34% | 15.37 | 28.54 | 0/15 | 30 | 115.00 | 16.70% | 16.70% | 45.15% | 29-04-18 | 4.04年 | 3.506 | 634.12 | 3773.41 | 1.59% | 1.79% | 1.21% | 0.37% | 增强 | 32.23% ↓ | 3.506 | 3.988 | 119.30 | 下修有限制 | ||||||||||
382 | | 123090 | 三诺转债 | 118.000 | -0.31% | -0.72% | -2.56% | 1.98% | -2.38% | 4.06% | 1.98% | 300298 | 三诺生物 | 24.12 | 0.46% | -0.54% | -2.70% | -6.55% | -26.49% | 10.92% | -6.55% | 16.06% | 1.715 | -0.80 | -0.32 | 4.28 | 73.54 | 9.24% | 0.83% | 79.45 | 21.47 | 21.55% | 39.75% | 12.19% | 109.82 | 136.10 | 40.59 | 2.69% | 2.84 | -36.31% | 34.61 | 69.69 | 0.000 | - | 69.32% | 7.41% | 187.32 | 暂不 2025-05-29 重新计*** 转股价不下修记录
| 医疗设备 | 湖南 | 109.86 | AA | 增强 | 46.59% | 24.23 | 44.99 | 0/15 | 30 | 112.00 | 4.50% | 3.70% | 29.89% | 26-12-21 | 1.72年 | 4.984 | 814.92 | 8389.19 | 1.39% | 0.76% | -2.11% | -3.50% | 增强 | 42.03% ↓ | 4.984 | 5.881 | 113.80 | - | ||||||||||
383 剩余规模88.646较大 当前转股价为68.42 目前的价格为97
存在下载不到底的可能。一旦下修不到底可能会回测比较大
下修到底可能会愿意强赎
剩余年限4.2比较长 | | 118031 | 天23转债 | 108.656 | -0.39% | -1.88% | -2.75% | 5.90% | 22.89% | 6.60% | 5.90% | 688599 | 天合光能 | 16.03 | -3.14% | -9.89% | -5.87% | -16.94% | -38.72% | -34.66% | -16.94% | 22.61% | 3.622 | -1.76 | -7.61 | 1.20 | -80.55 | 18.97% | 3.95% | -1.00 | 5.95 | 59.86% | 74.57% | - | 349.35 | 349.35 | 1133.92 | 33.32% | 55.31 | 50.26% | 25.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 64.12 | 0.000 | - | 69.46% | -0.54% | 178.12 | 至少还需3天12/15 | 30***** 转股价不下修记录
| 光伏电池组件 | 江苏 | 109.25 | AA | 增强 | 56.02% | 17.50 | 32.50 | 0/15 | 30 | 115.00 | 25.40% | 25.40% | 34.26% | 29-02-13 | 3.87年 | 88.646 | 11276.39 | 42078.34 | 1.17% | 1.19% | 2.49% | 1.60% | 增强 | 39.90% ↓ | 88.646 | 96.319 | 119.30 | 剩余规模88.646较大 当前转股价为68.42 目前的价格为97
存在下载不到底的可能。一旦下修不到底可能会回测比较大
下修到底可能会愿意强赎
剩余年限4.2比较长 | ||||||||||
384 下修无限制 led灯源行业 从未下修过,每次都是6个月不下修
年份 归母净利润 (亿) 经营现金流净额 (亿) 营业收入 (亿)
2021年 1.29 -0.32 11.01
2022年 0.78 2.02 7.44
2023年 0.24 1.43 7.63
2024年 -0.1 0.5 7
1:剩余的转债规模2.943亿约等于最近4年多的公司净利润
2:当前价格114.5 大于到期赎回价114 2028-09-27到期
3:流通市值为13亿元,自由流通市值为9.45亿元(非常小)
4:实控人股份占比48.7%非常好。
5:从净利润和营业收入来看暂无退市风险。 要警惕公司退市风险
6:质押:6.58%质押中等,目前公司PE=88 公司处于高估状态
7:2025-06-26重新计算下修
9:公司流动资产: 0.9 + 0.6 + 2 = 3.5亿(不包括应收账款和票据3.22亿)
流动负债如下: 总计 3.58亿
非流动负债: 长期借款0.48亿+ 应付债券2.74亿 = 3.5亿元
项目 金额 (亿元)
短期借款 0.11
交易性金融负债 0
应付账款+应付票据 2.55
合同负债 0.0
应付职工薪酬 0.19
一年内到期的非流动负债 0.2
其他流动负债 0.7
流动负债合计 3.58亿
总结: 公司近几年近利润持续变差,目前公司市值处于历史高位,公司现金流暂时没有问题,但长期偿债压力大,剩余时间3.53有些长,下修条款宽松。建议110介入买入。等正股回调。 | | 123159 | 崧盛转债 | 115.400 | 0.18% | 1.22% | -0.92% | 3.44% | 4.25% | 7.99% | 3.44% | 301002 | 崧盛股份 | 16.48 | -1.02% | -1.67% | -7.73% | -3.00% | -15.62% | 7.12% | -3.00% | 17.50% | 3.317 | 0.08 | -4.78 | 2.43 | -1498.2 | 2.94% | 0.61% | -1.00 | 20.18 | 30.11% | 46.58% | 6.58% | 12.04 | 20.25 | 7.63 | 2.57% | 0.24 | -68.92% | 24.35 | 67.68 | 0.000 | - | 70.51% | 9.02% | 185.91 | 暂不 2025-06-26 重新计***** 转股价不下修记录
| 输变电设备 | 广东 | 105.85 | AA- | 增强 | 53.09% | 17.05 | 31.66 | 0/15 | 30 | 114.00 | 24.40% | 14.50% | 16.03% | 28-09-27 | 3.49年 | 2.943 | 831.19 | 1837.15 | 2.46% | 1.53% | 0.78% | -0.15% | 增强 | 29.83% ↓ | 2.943 | 3.396 | 118.50 | 下修无限制 led灯源行业 从未下修过,每次都是6个月不下修
年份 归母净利润 (亿) 经营现金流净额 (亿) 营业收入 (亿)
2021年 1.29 -0.32 11.01
2022年 0.78 2.02 7.44
2023年 0.24 1.43 7.63
2024年 -0.1 0.5 7
1:剩余的转债规模2.943亿约等于最近4年多的公司净利润
2:当前价格114.5 大于到期赎回价114 2028-09-27到期
3:流通市值为13亿元,自由流通市值为9.45亿元(非常小)
4:实控人股份占比48.7%非常好。
5:从净利润和营业收入来看暂无退市风险。 要警惕公司退市风险
6:质押:6.58%质押中等,目前公司PE=88 公司处于高估状态
7:2025-06-26重新计算下修
9:公司流动资产: 0.9 + 0.6 + 2 = 3.5亿(不包括应收账款和票据3.22亿)
流动负债如下: 总计 3.58亿
非流动负债: 长期借款0.48亿+ 应付债券2.74亿 = 3.5亿元
项目 金额 (亿元)
短期借款 0.11
交易性金融负债 0
应付账款+应付票据 2.55
合同负债 0.0
应付职工薪酬 0.19
一年内到期的非流动负债 0.2
其他流动负债 0.7
流动负债合计 3.58亿
总结: 公司近几年近利润持续变差,目前公司市值处于历史高位,公司现金流暂时没有问题,但长期偿债压力大,剩余时间3.53有些长,下修条款宽松。建议110介入买入。等正股回调。 | ||||||||||
385 下修有限制 | | 123142 | 申昊转债 | 113.500 | -1.65% | -2.94% | -9.45% | 3.94% | 21.00% | 6.60% | 3.94% | 300853 | 申昊科技 | 22.42 | -4.02% | -9.41% | -25.88% | -10.61% | 29.97% | 9.09% | -10.61% | 27.18% | 2.841 | -5.49 | -19.03 | 3.35 | -12.50 | -8.06% | 0.87% | -1.00 | 57.53 | 37.00% | 46.92% | - | 24.72 | 32.95 | 3.86 | -1.32% | -1.01 | -55.32% | 33.71 | 66.51 | 0.000 | - | 70.65% | 23.88% | 184.15 | 暂不 2025-05-02 重新计***** 转股价不下修记录
| 电网自动化设备 | 浙江 | 91.62 | A | 增强 | 83.74% | 23.60 | 43.82 | 0/15 | 30 | 110.00 | 22.20% | 16.70% | 18.29% | 28-03-18 | 2.96年 | 5.495 | 3066.77 | 14922.12 | 4.90% | 5.94% | 0.21% | -0.65% | 增强 | 33.51% ↑ | 5.495 | 6.237 | 114.20 | 下修有限制 | ||||||||||
386 | | 123117 | 健帆转债 | 114.330 | 0.30% | 0.38% | -2.48% | 0.59% | -4.87% | 4.89% | 0.59% | 300529 | 健帆生物 | 26.37 | -0.19% | -1.01% | 2.69% | -10.12% | -30.27% | 15.43% | -10.12% | 16.94% | 2.151 | -0.07 | 1.35 | 6.40 | 27.76 | 13.09% | 1.53% | 10.02 | 12.68 | 32.93% | 41.12% | 0.05% | 135.14 | 210.59 | 19.22 | -22.84% | 4.36 | -50.93% | 39.43** 转股价下修2次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 66.88 | 0.000 | - | 70.95% | 5.67% | 185.28 | 暂不 2025-08-25 重新计*** 转股价不下修记录
| 医疗耗材 | 广东 | 108.20 | AA | 增强 | 43.87% | 27.60 | 51.26 | 0/15 | 30 | 110.00 | 7.40% | 4.70% | 15.43% | 27-06-23 | 2.22年 | 9.998 | 1080.28 | 17528.30 | 0.95% | 1.30% | -0.42% | -1.49% | 增强 | 60.34% ↓ | 9.998 | 11.431 | 113.30 | - | ||||||||||
387 83.455 (2024-08-28) 防守不错 规模较小不错。
下修无限制 从未下修过,每次都是6个月不下修 2025-09-03重新计算
创业板 原料药行业
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 0.78 0.58 5.91
2022年 0.4 -0.24 6
2023年 0.23 0.68 5.66
2024年 -0.24 预估1 预估4.8
1:剩余的转债规模3.8亿约等于最近4年多的公司净利润
2:当前价格105.1 到期赎回价115 2028-09-27到期 剩余3.69年
3:流通市值为13亿元,自由流通市值为10.45亿元(非常小)
4:实控人股份占比32%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司处于中估状态,在回购
7:公司流动资产: 1.5亿货币资金(不包括应收账款和票据2亿) => 7.58
8: 到期收益: 3.85%
流动负债总计 7.82亿(包含短期负债2.52 + 应付账款和票据4.78亿)
非流动负债总计: 8.84亿(包含长期借款4.21亿+ 应付债券3.21亿)
总结: 公司近几年近利润持续变差,目前公司市值估值处于历史中位,公司现金流暂时没有问题,公司短期和长期偿债压力很大,但规模较小3.8亿,公司头铁一直不下修,剩余年限3.69年很长。 | | 123171 | 共同转债 | 107.888 | 0.21% | 0.83% | -1.67% | 5.28% | 5.24% | 3.14% | 5.28% | 300966 | 共同药业 | 17.03 | 0.89% | 2.04% | 0.00% | 5.58% | -15.78% | -6.32% | 5.58% | 24.16% | 3.387 | -0.14 | -0.35 | 2.09 | -195.75 | 2.45% | 0.09% | -1.00 | 17.96 | 49.63% | 61.76% | - | 13.06 | 19.63 | 5.66 | -6.31% | 0.23 | -42.78% | 27.12 | 62.80 | 0.000 | - | 71.81% | 9.53% | 179.70 | 暂不 2025-09-03 重新计*** 转股价不下修记录
| 原料药 | 湖北 | 98.50 | A+ | 增强 | 58.38% | 18.98 | 35.26 | 0/15 | 30 | 115.00 | 29.10% | 19.40% | 31.32% | 28-11-28 | 3.66年 | 3.799 | 1241.55 | 4180.40 | 3.05% | 3.21% | 3.12% | 2.12% | 增强 | 34.98% ↓ | 3.799 | 4.099 | 120.40 | 83.455 (2024-08-28) 防守不错 规模较小不错。
下修无限制 从未下修过,每次都是6个月不下修 2025-09-03重新计算
创业板 原料药行业
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 0.78 0.58 5.91
2022年 0.4 -0.24 6
2023年 0.23 0.68 5.66
2024年 -0.24 预估1 预估4.8
1:剩余的转债规模3.8亿约等于最近4年多的公司净利润
2:当前价格105.1 到期赎回价115 2028-09-27到期 剩余3.69年
3:流通市值为13亿元,自由流通市值为10.45亿元(非常小)
4:实控人股份占比32%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司处于中估状态,在回购
7:公司流动资产: 1.5亿货币资金(不包括应收账款和票据2亿) => 7.58
8: 到期收益: 3.85%
流动负债总计 7.82亿(包含短期负债2.52 + 应付账款和票据4.78亿)
非流动负债总计: 8.84亿(包含长期借款4.21亿+ 应付债券3.21亿)
总结: 公司近几年近利润持续变差,目前公司市值估值处于历史中位,公司现金流暂时没有问题,公司短期和长期偿债压力很大,但规模较小3.8亿,公司头铁一直不下修,剩余年限3.69年很长。 | ||||||||||
388 | | 123138 | 丝路转债 | 120.798 | -0.32% | -0.70% | -4.13% | -0.55% | 1.18% | -12.66% | -0.55% | 300556 | 丝路视觉 | 18.64 | -0.85% | -1.58% | -13.62% | -2.15% | -21.35% | -33.75% | -2.15% | 19.88% | 2.819 | -1.89 | -7.00 | 3.09 | -11.00 | 2.51% | 0.19% | -1.00 | 20.94 | 36.54% | 60.87% | 5.96% | 19.57 | 22.66 | 14.31 | 10.82% | 0.23 | -50.39% | 26.53 | 70.26 | 0.000 | - | 71.93% | 18.13% | 192.73 | 暂不 重计待定***** 转股价不下修记录
| 垂直应用软件 | 广东 | 102.26 | A+ | 增强 | 63.46% | 18.57 | 34.49 | 0/15 | 30 | 115.00 | 12.20% | 10.60% | 29.85% | 28-03-02 | 2.92年 | 2.395 | 458.63 | 5067.78 | 1.59% | 2.58% | -0.44% | -1.57% | 增强 | 20.23% ↓ | 2.395 | 2.893 | 119.30 | - | ||||||||||
389 下修无限制 | | 118025 | 奕瑞转债 | 118.500 | -1.62% | -0.01% | -2.44% | 4.93% | 0.43% | -6.81% | 4.93% | 688301 | 奕瑞科技 | 112.08 | -5.55% | 1.17% | -2.02% | 17.28% | -26.36% | -34.73% | 17.28% | 19.81% | 3.457 | -0.59 | -0.70 | 3.50 | 33.04 | 14.96% | 1.27% | 17.52 | 12.50 | 38.53% | 43.94% | - | 160.34 | 160.34 | 18.64 | 20.31% | 6.08 | -5.27% | 162.64* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 68.91 | 0.000 | - | 71.96% | 12.46% | 190.46 | 至少还需8天7/15 | 30** 转股价不下修记录
| 医疗设备 | 上海 | 105.37 | AA | 增强 | 55.70% | 113.85 | 211.43 | 0/15 | 30 | 110.00 | 8.90% | 8.90% | 45.69% | 28-10-24 | 3.56年 | 14.217 | 3159.27 | 21034.79 | 1.87% | 1.29% | -1.08% | -1.78% | 增强 | 37.56% ↑ | 14.217 | 16.847 | 114.10 | 下修无限制 | ||||||||||
390 | | 127038 | 国微转债 | 120.098 | -0.06% | 0.42% | -1.40% | 3.62% | 0.92% | 4.48% | 3.62% | 002049 | 紫光国微 | 67.86 | 0.49% | -0.35% | -3.02% | 5.42% | -1.09% | -0.08% | 5.42% | 15.74% | 2.168 | -0.24 | -0.78 | 4.73 | 42.79 | 23.80% | 1.00% | 23.82 | 34.24 | 13.19% | 26.84% | - | 576.42 | 576.55 | 75.65 | 6.26% | 25.31 | -3.84% | 97.51 | 69.59 | 0.000 | - | 72.57% | 10.68% | 192.67 | 至少还需2天13/15 | 30*** 转股价不下修记录
| 数字芯片设计 | 河北 | 108.51 | AA+ | 增强 | 43.75% | 68.26 | 126.76 | 0/15 | 30 | 110.00 | 2.60% | 2.60% | 34.13% | 27-06-10 | 2.19年 | 14.921 | 3989.30 | 126902.41 | 2.22% | 2.19% | -2.68% | -3.74% | 增强 | 29.10% ↓ | 14.921 | 17.920 | 113.30 | - | ||||||||||
391 | | 127073 | 天赐转债 | 112.262 | -0.66% | -1.58% | -4.29% | 0.42% | 4.89% | -0.83% | 0.42% | 002709 | 天赐材料 | 18.58 | -1.12% | -3.13% | -11.02% | -5.78% | -8.79% | -13.92% | -5.78% | 16.10% | 2.409 | -2.37 | -5.26 | 2.71 | 88.48 | 14.78% | 1.62% | 59.85 | 6.02 | 31.81% | 44.21% | 0.44% | 257.32 | 355.69 | 154.05 | -30.97% | 18.91 | -66.92% | 28.60* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 64.97 | 0.000 | - | 72.80% | 6.28% | 185.06 | 暂不 2025-08-11 重新计**** 转股价不下修记录
| 电池化学品 | 广东 | 105.63 | AA | 增强 | 53.03% | 20.02 | 37.18 | 0/15 | 30 | 109.00 | 13.30% | 9.60% | 25.77% | 27-09-23 | 2.47年 | 34.101 | 2793.79 | 22221.53 | 0.73% | 0.86% | -0.35% | -1.18% | 增强 | 53.20% ↑ | 34.101 | 38.282 | 111.30 | - | ||||||||||
392 下修无限制 (地方国企)
正股总市值51.75
溢价率66.39%
到期税前2.34%
剩余年限:1.83年
转债剩余规模6.939 转债占比: 13.50%(非常好) | | 123071 | 天能转债 | 114.597 | -0.46% | -2.39% | -0.04% | 1.28% | 3.43% | 0.71% | 1.28% | 300569 | 天能重工 | 4.95 | -1.98% | -12.23% | 6.22% | -0.60% | -16.95% | -9.24% | -0.60% | 10.68% | 1.483 | -0.58 | -4.57 | 0.90 | 90.00 | 5.20% | 1.50% | 96.84 | 7.61 | 45.34% | 53.57% | 2.88% | 50.37 | 50.62 | 42.35 | 1.26% | 2.51 | 9.58% | 7.47* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 66.27 | 0.000 | - | 72.94% | 1.76% | 187.54 | 暂不 2025-08-18 重新计*** 转股价不下修记录
| 风电零部件 | 山东 | 112.61 | AA- | 增强 | 48.98% | 5.23 | 9.71 | 0/15 | 30 | 115.00 | 13.80% | 13.70% | 32.11% | 26-10-21 | 1.55年 | 6.938 | 3288.52 | 20277.46 | 4.14% | 4.00% | 1.65% | -0.34% | 增强 | 52.52% ↓ | 6.938 | 7.951 | 117.50 | 下修无限制 (地方国企)
正股总市值51.75
溢价率66.39%
到期税前2.34%
剩余年限:1.83年
转债剩余规模6.939 转债占比: 13.50%(非常好) | ||||||||||
393 下修无限制 | | 118015 | 芯海转债 | 115.336 | -0.25% | -0.67% | -5.72% | 4.42% | 3.90% | 3.41% | 4.42% | 688595 | 芯海科技 | 37.12 | -1.41% | -3.00% | -13.79% | 13.17% | -4.94% | 1.28% | 13.17% | 21.91% | 3.107 | -3.37 | -11.65 | 7.00 | -29.05 | -14.29% | 0.00% | -1.00 | 68.84 | 49.44% | 55.36% | - | 52.87 | 52.87 | 4.33 | -29.91% | -1.43 | -5183.46% | 55.67 | 66.68 | 0.000 | - | 72.97% | 14.42% | 188.31 | 至少还需10天5/15 | 30***** 转股价不下修记录
| 数字芯片设计 | 广东 | 100.80 | A+ | 增强 | 67.19% | 38.97 | 72.37 | 0/15 | 30 | 115.00 | 7.80% | 7.80% | 41.94% | 28-07-21 | 3.30年 | 4.100 | 2559.87 | 9718.12 | 5.42% | 1.82% | 1.34% | 0.26% | 增强 | 39.60% ↑ | 4.100 | 4.729 | 120.40 | 下修无限制 | ||||||||||
394 90.766 (2024-08-22) 剩余规模 2.672 (小盘债)
下修无限制 从未下修过,每次都是一个月不下修 剩余年限:2.978
分析时间为:2025-3-31 数据基于最新的第三季度报
科创板 医药生物-医疗器械-体外诊断
21-24净利润: -1.8 -2.4 -1.37
21-24现金流: -3.32 -0.5 -0.9
21-24营业收入: 8.12 9.01 9.97 预估 7 亿
总结: 营业收入大于 3 个亿,暂无退市风险,但净利润和现金流都为负,说明公司没挣到钱
1:剩余的转债规模 2.672 亿 公司好几年持续亏损,24 年亏损收窄
2:当前价格 120.049 到期赎回价 114 2028-03-22 剩余年限 3年 溢价率 75%
3:流通市值为30亿元,自由流通市值为 16 亿元
4:实控人股份占比49%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押 0% 公司目前处于低估状态
后面的没分析,是模板数据
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | | 118007 | 山石转债 | 118.990 | -0.61% | -2.07% | -4.71% | 6.34% | 15.78% | 11.22% | 6.34% | 688030 | 山石网科 | 16.82 | -1.81% | -2.38% | -14.18% | 8.52% | 6.05% | 17.62% | 8.52% | 19.34% | 2.866 | -1.52 | -7.17 | 3.29 | -20.07 | -20.01% | 0.00% | -1.00 | 66.57 | 35.84% | 53.51% | - | 30.32 | 30.32 | 9.01 | 11.02% | -2.40 | -31.42% | 24.52 | 68.60 | 0.000 | - | 73.46% | 17.70% | 192.45 | 至少还需10天5/15 | 30***** 转股价不下修记录
| 横向通用软件 | 江苏 | 101.10 | A+ | 增强 | 56.22% | 17.16 | 31.88 | 0/15 | 30 | 114.00 | 8.80% | 8.80% | 8.03% | 28-03-22 | 2.97年 | 2.672 | 614.97 | 1885.05 | 1.93% | 0.62% | -0.20% | -1.27% | 增强 | 13.16% ↓ | 2.672 | 3.179 | 118.30 | 90.766 (2024-08-22) 剩余规模 2.672 (小盘债)
下修无限制 从未下修过,每次都是一个月不下修 剩余年限:2.978
分析时间为:2025-3-31 数据基于最新的第三季度报
科创板 医药生物-医疗器械-体外诊断
21-24净利润: -1.8 -2.4 -1.37
21-24现金流: -3.32 -0.5 -0.9
21-24营业收入: 8.12 9.01 9.97 预估 7 亿
总结: 营业收入大于 3 个亿,暂无退市风险,但净利润和现金流都为负,说明公司没挣到钱
1:剩余的转债规模 2.672 亿 公司好几年持续亏损,24 年亏损收窄
2:当前价格 120.049 到期赎回价 114 2028-03-22 剩余年限 3年 溢价率 75%
3:流通市值为30亿元,自由流通市值为 16 亿元
4:实控人股份占比49%。
5:从净利润和营业收入来看暂无退市风险。
6:质押:质押 0% 公司目前处于低估状态
后面的没分析,是模板数据
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | ||||||||||
395 下修有限制 | | 113638 | 台21转债 | 118.528 | 0.59% | 1.35% | 1.69% | 4.99% | 2.68% | 9.65% | 4.99% | 603055 | 台华新材 | 11.22 | -3.36% | -3.28% | 0.09% | 1.26% | -14.35% | 21.01% | 1.26% | 15.18% | 2.674 | 1.12 | -1.57 | 2.04 | 15.65 | 10.53% | 1.43% | 9.78 | 25.55 | 47.47% | 57.00% | 10.28% | 99.35 | 99.89 | 50.94 | 27.07% | 4.49 | 67.16% | 16.44 | 68.25 | 0.000 | - | 73.67% | 9.02% | 192.20 | 暂不 2025-06-16 重新计***** 转股价不下修记录
| 其他纺织 | 浙江 | 108.72 | AA | 增强 | 36.94% | 11.51 | 21.37 | 0/15 | 30 | 112.00 | 6.00% | 6.00% | 32.83% | 27-12-29 | 2.74年 | 5.997 | 2772.89 | 11401.29 | 3.95% | 1.13% | -1.02% | -2.00% | 增强 | 39.70% ↓ | 5.997 | 7.108 | 115.30 | 下修有限制 | ||||||||||
396 | | 118024 | 冠宇转债 | 113.263 | -1.28% | -1.59% | -4.13% | 0.50% | 0.64% | 5.36% | 0.50% | 688772 | 珠海冠宇 | 15.15 | -7.28% | -8.57% | -12.02% | -5.78% | -21.18% | 11.50% | -5.78% | 15.95% | 3.389 | -2.21 | -9.34 | 2.39 | 48.87 | 4.96% | 1.78% | 22.14 | 18.66 | 46.25% | 65.32% | - | 170.83 | 170.83 | 114.46 | 4.29% | 3.44 | 278.45% | 23.25 | 65.16 | 0.000 | - | 73.82% | 5.45% | 187.08 | 暂不 2025-04-09 重新计***** 转股价不下修记录
| 锂电池 | 广东 | 107.41 | AA | 增强 | 47.82% | 16.28 | 27.90 | 0/15 | 30 | 112.00 | 18.10% | 18.10% | 42.75% | 28-10-24 | 3.56年 | 30.889 | 8491.70 | 31976.76 | 2.43% | 1.82% | 0.76% | -0.06% | 增强 | 28.00% ↓ | 30.889 | 34.986 | 116.30 | - | ||||||||||
397 | | 127030 | 盛虹转债 | 108.000 | -0.46% | -1.75% | -5.05% | 0.06% | 4.61% | -3.82% | 0.06% | 000301 | 东方盛虹 | 8.18 | -0.85% | -7.15% | -14.52% | -0.37% | -14.08% | -19.95% | -0.37% | 11.50% | 1.906 | -2.78 | -7.87 | 1.62 | -16.76 | 1.98% | 1.22% | -1.00 | 27.95 | 81.52% | 83.92% | - | 540.58 | 540.80 | 1404.40 | 119.87% | 7.17 | 17.35% | 13.21 | 61.92 | 0.000 | - | 74.41% | 2.29% | 182.41 | 暂不 2025-04-13 重新计**** 转股价不下修记录
| 炼油化工 | 江苏 | 105.58 | AA+ | 增强 | 33.91% | 9.25 | 17.17 | 0/15 | 30 | 108.00 | 9.20% | 9.20% | 10.98% | 27-03-22 | 1.97年 | 49.976 | 4097.08 | 6327.28 | 0.76% | 0.12% | 0.85% | -0.08% | 增强 | 71.41% ↑ | 49.976 | 53.974 | 109.80 | - | ||||||||||
398 下修无限制 | | 123197 | 光力转债 | 114.095 | -0.59% | -1.10% | -2.67% | 3.80% | 0.97% | -7.00% | 3.80% | 300480 | 光力科技 | 13.79 | -3.77% | -8.07% | -12.89% | 6.49% | -20.84% | -28.19% | 6.49% | 19.81% | 3.840 | -1.09 | -9.34 | 3.56 | -78.35 | 4.84% | 1.09% | -1.00 | 12.10 | 22.91% | 30.85% | 5.76% | 34.16 | 48.66 | 6.61 | 7.54% | 0.69 | 6.33% | 21.20 | 65.05 | 0.000 | - | 75.40% | 18.45% | 189.50 | 暂不 2025-05-01 重新计***** 转股价不下修记录
| 能源及重型设备 | 河南 | 96.32 | A+ | 增强 | 58.72% | 14.84 | 27.56 | 0/15 | 30 | 115.00 | 11.70% | 8.20% | 29.18% | 29-05-08 | 4.10年 | 3.996 | 687.85 | 8792.11 | 1.51% | 2.54% | 1.48% | 0.59% | 增强 | 63.15% ↓ | 3.996 | 4.559 | 121.00 | 下修无限制 | ||||||||||
399 | | 113639 | 华正转债 | 114.000 | -1.14% | 0.63% | -2.09% | 5.51% | 4.75% | -0.95% | 5.51% | 603186 | 华正新材 | 24.98 | -2.27% | -2.31% | -7.72% | 3.69% | -10.56% | -5.02% | 3.69% | 23.22% | 2.740 | -1.02 | -6.68 | 2.44 | -29.92 | -7.46% | 0.00% | -1.00 | 22.56 | 60.59% | 75.51% | - | 35.47 | 35.47 | 33.62 | 2.31% | -1.21 | -434.03% | 38.51 | 64.87 | 0.000 | - | 75.75% | 8.41% | 189.75 | 暂不 2025-05-18 重新计***** 转股价不下修记录
| 印制电路板 | 浙江 | 105.16 | AA+ | 增强 | 56.75% | 26.96 | 50.06 | 0/15 | 30 | 108.00 | 16.10% | 16.10% | 34.05% | 28-01-24 | 2.81年 | 5.699 | 1999.75 | 13892.31 | 3.07% | 3.91% | -0.86% | -1.59% | 增强 | 28.54% ↓ | 5.699 | 6.497 | 111.30 | - | ||||||||||
400 下修有限制 | | 123113 | 仙乐转债 | 114.620 | -0.18% | 0.08% | -0.26% | 1.37% | 3.54% | 5.94% | 1.37% | 300791 | 仙乐健康 | 27.28 | 0.07% | 1.56% | 2.36% | 3.61% | -18.57% | 5.07% | 3.61% | 10.45% | 1.954 | -0.21 | -0.39 | 2.67 | 19.46 | 12.08% | 3.09% | 12.67 | 62.44 | 32.68% | 51.30% | 0.84% | 53.93 | 64.73 | 35.82 | 42.87% | 2.81 | 32.39% | 41.96 | 65.01 | 0.000 | - | 76.30% | 4.05% | 190.92 | 暂不 2025-07-10 重新计* 转股价不下修记录
| 保健品 | 广东 | 110.16 | AA- | 增强 | 41.83% | 29.37 | 54.55 | 0/20 | 30 | 113.00 | 19.00% | 15.80% | 50.16% | 27-04-19 | 2.04年 | 10.248 | 788.29 | 6575.40 | 0.67% | 1.22% | 0.82% | -0.62% | 增强 | 29.90% ↓ | 10.248 | 11.746 | 116.50 | 下修有限制 | ||||||||||
401 下修有限制 | | 113643 | 风语转债 | 115.357 | -0.51% | -1.13% | -2.32% | 2.24% | 10.09% | -5.88% | 2.24% | 603466 | 风语筑 | 9.82 | -0.81% | -6.83% | -0.20% | 5.36% | 8.03% | -25.51% | 5.36% | 18.44% | 2.850 | -2.19 | -6.55 | 2.62 | -181.85 | 12.07% | 2.04% | -1.00 | 14.97 | 18.68% | 51.70% | - | 58.41 | 58.41 | 23.51 | 39.75% | 2.82 | 327.53% | 15.03 | 65.34 | 0.000 | - | 76.56% | 6.73% | 191.92 | 至少还需13天2/15 | 30***** 转股价不下修记录
| 其他数字媒体 | 上海 | 108.08 | AA- | 增强 | 56.25% | 10.52 | 19.54 | 0/15 | 30 | 115.00 | 8.60% | 8.60% | 31.06% | 28-03-25 | 2.98年 | 4.998 | 1973.04 | 12397.04 | 3.42% | 2.12% | 0.92% | -0.16% | 增强 | 42.79% ↑ | 4.998 | 5.766 | 118.50 | 下修有限制 | ||||||||||
402 #### 明新转债(xx)
一句话总结:
```javascript
转债剩余年限3.3年时间还长,6.73亿规模较大
公司可能不着急解决转债问题,头铁一直不下修,2025-03-09重新计算下修
下修不得低于每股净资产 目前PB=1.24 非常接近1 目前到期收益为4.35%
转债占比: 29%
建议至少101的价格介入,防止拖着不下修
最差拿固定利息,如果正股涨的话可以一起联动
```
转债名称: 明新转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 101.2 现价104.55
溢价率: 79%
转债规模: 6.73亿
剩余年限: 3.31年
转债占比: 29%
行业和概念:车身附件及饰件
下修历史: 长期未下修 2025-03-29重新计算
下修限制: 不得低于每股净资产 目前PB 1.25 非常危险
转债历史最低价格:最低 2024-08-16到达过87.6 恐慌的时候
转债历史最高价格: 2022-12-6到达过159.3
正股市值:23.14亿 (市值较小,波动性较好)
转债10大持有人合计:42.7%
债券等级: AA-
股权质押:无
资产负债率: 49.3% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于8亿。
公司财务状况:
```
近5年净利润情况:
19到22年这几年每年挣差不多1.5亿元 近2年盈利很差,23年盈利0.5亿
24年盈利0.2亿左右 近期盈利变差
近几年经营现金流:
每年基本都为0.6亿以上,说明造血能力不错
公司货币资金情况:
货币资金5.5亿 其它流动资产0.4亿 => 合计5.9亿元
应收账款5.57亿(大部分是一年内的)
总共: 11.47亿
应收账款3.12亿 + 应收票据1.2亿 + 短期借款3.6亿 + 一年内到期的非流动负债1亿
= 8.92亿元
长期借款0.78亿 应付债券5.77亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力得看公司业绩情况, 大概率不想还钱的
```
大股东情况: 家族企业 大股东持有比例60% | | 111004 | 明新转债 | 114.003 | -0.72% | -3.65% | 0.82% | 7.46% | 17.57% | 2.66% | 7.46% | 605068 | 明新旭腾 | 15.76 | -0.19% | -9.27% | 15.37% | 17.17% | 8.91% | -12.83% | 17.17% | 18.90% | 2.844 | -1.70 | -4.81 | 1.38 | 254.19 | 2.93% | 0.00% | 94.11 | 22.19 | 36.90% | 49.31% | 5.65% | 25.55 | 25.55 | 9.06 | 5.87% | 0.55 | -45.21% | 24.41 | 64.56 | 0.000 | - | 76.57% | 5.07% | 190.57 | 暂不 2025-05-31 重新计*** 转股价不下修记录
| 车身附件及饰件 | 浙江 | 108.50 | AA- | 增强 | 46.34% | 17.09 | 31.73 | 0/15 | 30 | 115.00 | 26.30% | 26.30% | 59.39% | 28-03-30 | 2.99年 | 6.729 | 2911.97 | 9749.98 | 3.80% | 3.91% | 1.47% | 0.36% | 增强 | 42.72% ↓ | 6.729 | 7.671 | 119.00 | #### 明新转债(xx)
一句话总结:
```javascript
转债剩余年限3.3年时间还长,6.73亿规模较大
公司可能不着急解决转债问题,头铁一直不下修,2025-03-09重新计算下修
下修不得低于每股净资产 目前PB=1.24 非常接近1 目前到期收益为4.35%
转债占比: 29%
建议至少101的价格介入,防止拖着不下修
最差拿固定利息,如果正股涨的话可以一起联动
```
转债名称: 明新转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 101.2 现价104.55
溢价率: 79%
转债规模: 6.73亿
剩余年限: 3.31年
转债占比: 29%
行业和概念:车身附件及饰件
下修历史: 长期未下修 2025-03-29重新计算
下修限制: 不得低于每股净资产 目前PB 1.25 非常危险
转债历史最低价格:最低 2024-08-16到达过87.6 恐慌的时候
转债历史最高价格: 2022-12-6到达过159.3
正股市值:23.14亿 (市值较小,波动性较好)
转债10大持有人合计:42.7%
债券等级: AA-
股权质押:无
资产负债率: 49.3% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于8亿。
公司财务状况:
```
近5年净利润情况:
19到22年这几年每年挣差不多1.5亿元 近2年盈利很差,23年盈利0.5亿
24年盈利0.2亿左右 近期盈利变差
近几年经营现金流:
每年基本都为0.6亿以上,说明造血能力不错
公司货币资金情况:
货币资金5.5亿 其它流动资产0.4亿 => 合计5.9亿元
应收账款5.57亿(大部分是一年内的)
总共: 11.47亿
应收账款3.12亿 + 应收票据1.2亿 + 短期借款3.6亿 + 一年内到期的非流动负债1亿
= 8.92亿元
长期借款0.78亿 应付债券5.77亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力得看公司业绩情况, 大概率不想还钱的
```
大股东情况: 家族企业 大股东持有比例60% | ||||||||||
403 | | 110070 | 凌钢转债 | 117.310 | -0.11% | 1.05% | -0.35% | 3.51% | 6.04% | 5.54% | 3.51% | 600231 | 凌钢股份 | 1.72 | 1.18% | -3.37% | -6.52% | -3.91% | -11.34% | -6.01% | -3.91% | 12.07% | 1.028 | 1.34 | -3.91 | 0.87 | -3.33 | -8.75% | 0.00% | -1.00 | 27.41 | 39.97% | 63.12% | 10.91% | 48.49 | 49.06 | 203.21 | -5.74% | -6.81 | 18.29% | 2.59 转股价下修1次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 66.41 | 0.000 | - | 76.65% | 5.02% | 193.96 | 提议 2025-04-22股东大会 转股价不下修记录
| 长材 | 辽宁 | 111.70 | AA | 增强 | 41.66% | 1.81 | 3.37 | 0/15 | 30 | 112.00 | 4.50% | 4.40% | 10.58% | 26-04-13 | 1.03年 | 2.170 | 1301.27 | 2181.28 | 5.11% | 0.45% | -2.79% | -5.14% | 增强 | 40.43% ↑ | 2.170 | 2.546 | 114.00 | - | ||||||||||
404 下修有限制 | | 111014 | 李子转债 | 113.136 | 0.00% | -1.08% | -0.35% | 2.72% | 9.75% | 2.87% | 2.72% | 605337 | 李子园 | 12.12 | 2.62% | -3.27% | 9.78% | 7.35% | 13.17% | -2.70% | 7.35% | 12.94% | 3.994 | -0.56 | 0.36 | 2.86 | 25.15 | 13.21% | 4.13% | 33.09 | 27.73 | 25.89% | 42.45% | - | 47.81 | 47.81 | 14.12 | 0.60% | 2.37 | 7.20% | 18.98 | 63.86 | 0.000 | - | 77.17% | 6.74% | 190.31 | 暂不 2025-06-20 重新计*** 转股价不下修记录
| 软饮料 | 浙江 | 105.99 | AA | 增强 | 48.42% | 13.29 | 24.67 | 0/15 | 30 | 112.00 | 12.50% | 12.50% | 35.56% | 29-06-20 | 4.22年 | 5.999 | 3367.57 | 16391.08 | 4.95% | 3.45% | 0.77% | 0.07% | 增强 | 45.09% ↓ | 5.999 | 6.787 | 116.80 | 下修有限制 | ||||||||||
405 短期借款过高, 剩余年限3.69年过长,每年平均净利润仅仅为1.8亿
下修还不到底,转债规模8.3亿较大,暂时放弃 | | 127068 | 顺博转债 | 103.831 | -0.26% | -1.15% | -0.07% | 3.52% | 8.95% | 6.04% | 3.52% | 002996 | 顺博合金 | 6.60 | -1.35% | -7.17% | -0.60% | -0.60% | -1.35% | -8.68% | -0.60% | 17.59% | 3.134 | -0.63 | -3.86 | 1.35 | 22.00 | 5.07% | 1.17% | 57.42 | 14.06 | 68.22% | 73.31% | - | 27.49 | 44.18 | 119.45 | 7.94% | 1.25 | -37.45% | 11.32* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 58.30 | 0.000 | - | 78.09% | 2.68% | 181.92 | 暂不 2025-04-15 重新计** 转股价不下修记录
| 铝 | 重庆 | 101.12 | AA- | 增强 | 39.93% | 7.92 | 14.72 | 0/15 | 30 | 108.00 | 30.20% | 18.80% | 60.00% | 28-08-12 | 3.36年 | 8.300 | 1782.98 | 9976.43 | 2.07% | 3.61% | 2.50% | 1.79% | 增强 | 32.63% ↑ | 8.300 | 8.618 | 112.60 | 短期借款过高, 剩余年限3.69年过长,每年平均净利润仅仅为1.8亿
下修还不到底,转债规模8.3亿较大,暂时放弃 | ||||||||||
406 | | 110064 | 建工转债 | 111.287 | -0.01% | 0.04% | -0.16% | 0.30% | 0.97% | 0.12% | 0.30% | 600939 | 重庆建工 | 2.65 | 0.38% | -2.21% | -5.69% | -11.96% | -5.69% | -8.22% | -11.96% | 7.39% | 0.687 | -0.06 | -3.85 | 0.61 | -11.42 | 0.43% | 0.38% | -1.00 | 8.90 | 69.45% | 89.92% | 22.20% | 50.40 | 50.40 | 446.98 | -9.36% | 0.38 | -75.18% | 4.25* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 62.35 | 0.000 | - | 78.48% | -0.11% | 189.77 | 暂不 2025-05-27 重新计***** 转股价不下修记录
| 房屋建设 | 重庆 | 111.41 | AA+ | 增强 | 46.23% | 2.98 | 5.53 | 0/15 | 30 | 113.00 | 25.10% | 25.10% | 17.93% | 25-12-20 | 0.71年 | 12.645 | 1425.51 | 2431.02 | 1.01% | 0.48% | 2.16% | -1.12% | 增强 | 36.94% ↑ | 12.645 | 14.072 | 113.00 | - | ||||||||||
407 | | 113049 | 长汽转债 | 112.791 | -0.35% | -1.20% | -0.75% | 0.00% | -0.15% | 6.59% | 0.00% | 601633 | 长城汽车 | 25.02 | -2.19% | -6.22% | -0.32% | -4.98% | -21.89% | 7.25% | -4.98% | 11.24% | 2.153 | -1.36 | -4.21 | 2.71 | 22.01 | 10.61% | 1.20% | 63.12 | 41.69 | 20.62% | 63.64% | 9.88% | 1549.71 | 2142.38 | 1732.12 | 26.12% | 70.22 | -15.06% | 39.60 | 63.18 | 0.000 | - | 78.52% | 7.66% | 191.31 | 暂不 2025-06-14 重新计***** 转股价不下修记录
| 综合乘用车 | 河北 | 104.77 | AAA | 增强 | 35.70% | 27.72 | 51.48 | 0/15 | 30 | 107.00 | 2.30% | 1.60% | 29.45% | 27-06-10 | 2.19年 | 34.951 | 5010.55 | 44346.13 | 1.27% | 0.28% | -1.45% | -2.22% | 增强 | 50.00% ↓ | 34.951 | 39.422 | 109.30 | - | ||||||||||
408 下修无限制
规模2.5亿很小,2024-12-18 下修过但没到底。到期时间还剩2年。
当前122.6的价格到期为正。2025-07-09 重新计算下修
公司24年营业收入接近3亿元,并且每年的净利润在0.3亿元。
每年的经营净现金流为正,24年在迅速下降。
公司货币资金3.8亿 应收0.7亿
应付:0.9亿 合同负债: 0.8亿 应付债券2.4亿
这笔钱对公司非常重要,相当于公司6年的净利润。肯定不愿意还的 | | 123093 | 金陵转债 | 123.100 | -0.34% | -0.27% | -0.71% | 0.08% | 5.77% | 7.09% | 0.08% | 300651 | 金陵体育 | 13.69 | -1.23% | -0.29% | -1.79% | 8.14% | -7.87% | -11.55% | 8.14% | 7.71% | 1.739 | -0.42 | -2.99 | 2.16 | 106.95 | 8.47% | 1.10% | 45.76 | 8.28 | 22.99% | 35.42% | - | 10.26 | 17.63 | 5.14 | 8.31% | 0.68 | 75.76% | 20.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 68.45 | 0.000 | - | 79.84% | 8.97% | 202.94 | 暂不 2025-07-09 重新计***** 转股价不下修记录
| 娱乐用品 | 江苏 | 112.97 | A+ | 增强 | 51.96% | 14.00 | 26.00 | 0/15 | 30 | 120.00 | 24.20% | 14.10% | 11.66% | 27-01-19 | 1.80年 | 2.485 | 275.05 | 3333.63 | 0.90% | 3.25% | 0.18% | -1.99% | 增强 | 33.20% ↑ | 2.485 | 3.059 | 123.50 | 下修无限制
规模2.5亿很小,2024-12-18 下修过但没到底。到期时间还剩2年。
当前122.6的价格到期为正。2025-07-09 重新计算下修
公司24年营业收入接近3亿元,并且每年的净利润在0.3亿元。
每年的经营净现金流为正,24年在迅速下降。
公司货币资金3.8亿 应收0.7亿
应付:0.9亿 合同负债: 0.8亿 应付债券2.4亿
这笔钱对公司非常重要,相当于公司6年的净利润。肯定不愿意还的 | ||||||||||
409 89.050 (2024-07-25) 防守不差的 规模4.28亿规模较小
下修无限制 没有下修过,2025-04-14重新计算
深主板 环保-环境治理-综合环境治理
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 1.66 -1.77 5.85
2022年 1.54 -0.085 5.87
2023年 1.14 1.06 4
2024年 预估0.65 预估-0.2 3.2
1:剩余的转债规模4.3亿约等于最近4年多的公司净利润
公司营业收入4亿接近退市标准。可买入少量 | | 127034 | 绿茵转债 | 111.939 | -0.23% | 0.20% | -0.16% | 5.19% | 13.87% | 11.72% | 5.19% | 002887 | 绿茵生态 | 7.32 | 0.41% | -1.61% | -0.81% | 5.02% | 2.66% | 4.03% | 5.02% | 11.76% | 1.949 | -0.29 | -2.54 | 0.96 | 65.36 | 4.84% | 3.48% | 94.36 | 11.57 | 36.45% | 43.18% | - | 14.24 | 22.40 | 4.00 | -31.76% | 1.14 | -26.12% | 11.76 | 62.25 | 0.000 | - | 79.84% | 1.25% | 191.78 | 暂不 2025-04-14 重新计***** 转股价不下修记录
| 综合环境治理 | 天津 | 110.56 | AA- | 增强 | 44.52% | 8.23 | 15.29 | 0/15 | 30 | 113.00 | 30.00% | 19.10% | 18.98% | 27-04-30 | 2.07年 | 4.279 | 624.95 | 2201.31 | 1.31% | 1.55% | 2.21% | 0.73% | 增强 | 25.44% ↓ | 4.279 | 4.790 | 117.00 | 89.050 (2024-07-25) 防守不差的 规模4.28亿规模较小
下修无限制 没有下修过,2025-04-14重新计算
深主板 环保-环境治理-综合环境治理
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 1.66 -1.77 5.85
2022年 1.54 -0.085 5.87
2023年 1.14 1.06 4
2024年 预估0.65 预估-0.2 3.2
1:剩余的转债规模4.3亿约等于最近4年多的公司净利润
公司营业收入4亿接近退市标准。可买入少量 | ||||||||||
410 | | 113665 | 汇通转债 | 106.810 | 0.11% | -0.20% | -2.09% | 5.07% | 11.95% | 6.77% | 5.07% | 603176 | 汇通集团 | 4.85 | 1.46% | -0.41% | -3.77% | 8.99% | -3.00% | -4.40% | 8.99% | 26.26% | 3.441 | -0.46 | -1.96 | 1.98 | 24.25 | 5.48% | 0.41% | 17.11 | 20.76 | 65.81% | 78.53% | 26.45% | 22.40 | 23.00 | 27.76 | 4.30% | 0.60 | -19.05% | 8.19 | 59.22 | 0.000 | - | 80.37% | 1.10% | 187.18 | 暂不 2025-07-17 重新计**** 转股价不下修记录
| 基建市政工程 | 河北 | 105.65 | AA- | 增强 | 45.09% | 5.73 | 10.65 | 0/15 | 30 | 115.00 | 16.10% | 15.60% | 29.94% | 28-12-15 | 3.70年 | 3.599 | 935.69 | 2467.72 | 2.44% | 1.11% | 3.14% | 2.19% | 增强 | 34.39% ↓ | 3.599 | 3.844 | 119.50 | - | ||||||||||
411 下修有限制 | | 128134 | 鸿路转债 | 115.049 | -0.56% | 1.08% | 0.13% | 4.88% | 10.63% | 7.93% | 4.88% | 002541 | 鸿路钢构 | 20.69 | -1.38% | 13.68% | 5.56% | 15.39% | 24.71% | 25.14% | 15.39% | 12.64% | 1.508 | 0.62 | 6.80 | 1.50 | 26.87 | 13.52% | 2.50% | 69.43 | 37.87 | 49.43% | 62.82% | - | 102.66 | 142.76 | 235.39 | 18.60% | 11.79 | 1.43% | 32.44 | 63.78 | 0.000 | - | 80.39% | 6.12% | 195.44 | 暂不 2025-04-09 重新计***** 转股价不下修记录
| 钢结构 | 安徽 | 108.41 | AA | 增强 | 48.77% | 22.71 | 42.17 | 0/15 | 30 | 110.00 | 15.30% | 11.00% | 28.63% | 26-10-09 | 1.52年 | 15.727 | 8263.15 | 28217.62 | 4.58% | 2.71% | -1.89% | -3.27% | 增强 | 21.00% ↓ | 15.727 | 18.094 | 111.80 | 下修有限制 | ||||||||||
412 目前不如明新转债 | | 113653 | 永22转债 | 112.985 | -0.49% | -1.65% | -0.84% | 5.68% | 15.11% | 7.32% | 5.68% | 603681 | 永冠新材 | 14.03 | -1.13% | -3.24% | -1.61% | 8.84% | 1.45% | 8.26% | 8.84% | 15.87% | 3.118 | -1.26 | -3.31 | 1.06 | 29.29 | 3.33% | 1.07% | 74.39 | 20.22 | 55.59% | 61.80% | - | 26.82 | 26.82 | 54.57 | 8.55% | 0.83 | -63.66% | 22.45* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 62.49 | 0.000 | - | 80.79% | 4.70% | 193.78 | 暂不 2025-04-23 重新计**** 转股价不下修记录
| 胶黏剂及胶带 | 上海 | 107.91 | AA- | 增强 | 38.31% | 15.72 | 29.19 | 0/15 | 30 | 115.00 | 28.70% | 28.70% | 49.47% | 28-07-28 | 3.32年 | 7.700 | 583.69 | 3587.75 | 0.67% | 1.33% | 1.87% | 0.81% | 增强 | 34.39% ↓ | 7.700 | 8.700 | 120.00 | 目前不如明新转债 | ||||||||||
413 下修无限制 | | 127062 | 垒知转债 | 117.500 | -0.07% | 0.71% | -2.00% | 6.40% | 12.79% | 10.77% | 6.40% | 002398 | 垒知集团 | 4.97 | 0.40% | -1.39% | -11.88% | 13.21% | 16.12% | 15.92% | 13.21% | 31.96% | 2.907 | -0.53 | -5.78 | 0.95 | 74.18 | 4.29% | 1.65% | 92.16 | 7.60 | 11.66% | 37.80% | 5.65% | 28.79 | 34.69 | 30.58 | -22.51% | 1.59 | -24.78% | 7.67 | 64.80 | 0.000 | - | 81.33% | 8.09% | 198.83 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 其他建材 | 福建 | 108.71 | AA- | 增强 | 49.03% | 5.37 | 9.97 | 0/15 | 30 | 115.00 | 13.70% | 11.40% | 35.67% | 28-04-21 | 3.05年 | 3.959 | 1205.45 | 6476.91 | 2.59% | 2.26% | 0.57% | -0.54% | 增强 | 36.46% ↑ | 3.959 | 4.652 | 119.50 | 下修无限制 | ||||||||||
414 下修无限制 水泥行业并且是国企 24年有过下修到底记录
年份 归母净利润 (亿元) 经营现金流 (亿元)
2020 14.81 22.37
2021 15.93 18.73
2022 3.88 8.45
2023 2.29 7.63
2024Q3 0.07 3.44
1:剩余的转债规模10亿约等于最近三年的公司净利润
2:当前价格113.84 大于到期赎回价113 剩余1.22年
3:流通市值为41.94亿元,自由流通市值为23.30亿元(比较大)
4:实控人股份占比38%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:无质押
7: 下修无限制 24年有过下修到底记录 2025-07-01重新计算
8:水泥行业并且是国企
9:公司流动资产: 41.43 + 0 + 1.33 = 42.76亿(不包括应收账款和票据18.65)
流动负债如下: 总计26.4亿
长期负债: 长期借款0.76亿+ 应付债券15.67亿 = 16.4亿元
项目 金额 (亿元)
短期借款 7.8
交易性金融负债 0
应付账款+应付票据 13.21
合同负债 1.64
应付职工薪酬 0.15
一年内到期的非流动负债 1.69
其他流动负债 1.92
流动负债合计 26.4
总结: 公司有充足的现金流能还的起钱。但是曾经下修到底过,但是是国企,需要沟通上市公司的一个真实想法。 2025-07-01重新计算。剩余年1.22年,不过公司经营状况在变差这是好事。公司近几年营业收入和净利润一直在变差 | | 127017 | 万青转债 | 113.957 | 0.05% | 0.05% | 0.11% | 1.30% | 2.32% | 2.88% | 1.30% | 000789 | 万年青 | 5.40 | 0.56% | 0.75% | 5.68% | 7.78% | -4.59% | -14.89% | 7.78% | 5.98% | 1.125 | 0.16 | 2.21 | 0.63 | -32.73 | 3.30% | 1.67% | -1.00 | 2.43 | 24.05% | 37.08% | - | 43.06 | 43.06 | 81.90 | -27.40% | 2.29 | -41.17% | 8.67* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 62.28 | 0.000 | - | 82.96% | 1.38% | 196.92 | 暂不 2025-07-01 重新计** 转股价不下修记录
| 水泥制造 | 江西 | 112.41 | AA+ | 增强 | 33.79% | 6.07 | 11.27 | 0/15 | 30 | 113.00 | 23.20% | 23.20% | 12.48% | 26-06-03 | 1.17年 | 9.996 | 655.03 | 4618.41 | 0.58% | 1.07% | 0.80% | -1.50% | 增强 | 58.57% ↑ | 9.996 | 11.391 | 115.00 | 下修无限制 水泥行业并且是国企 24年有过下修到底记录
年份 归母净利润 (亿元) 经营现金流 (亿元)
2020 14.81 22.37
2021 15.93 18.73
2022 3.88 8.45
2023 2.29 7.63
2024Q3 0.07 3.44
1:剩余的转债规模10亿约等于最近三年的公司净利润
2:当前价格113.84 大于到期赎回价113 剩余1.22年
3:流通市值为41.94亿元,自由流通市值为23.30亿元(比较大)
4:实控人股份占比38%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押为:无质押
7: 下修无限制 24年有过下修到底记录 2025-07-01重新计算
8:水泥行业并且是国企
9:公司流动资产: 41.43 + 0 + 1.33 = 42.76亿(不包括应收账款和票据18.65)
流动负债如下: 总计26.4亿
长期负债: 长期借款0.76亿+ 应付债券15.67亿 = 16.4亿元
项目 金额 (亿元)
短期借款 7.8
交易性金融负债 0
应付账款+应付票据 13.21
合同负债 1.64
应付职工薪酬 0.15
一年内到期的非流动负债 1.69
其他流动负债 1.92
流动负债合计 26.4
总结: 公司有充足的现金流能还的起钱。但是曾经下修到底过,但是是国企,需要沟通上市公司的一个真实想法。 2025-07-01重新计算。剩余年1.22年,不过公司经营状况在变差这是好事。公司近几年营业收入和净利润一直在变差 | ||||||||||
415 当前价格: 105.48
溢价率高77%,pb=0.58 < 1无法下修到底
剩余年限不到一年
到期赎回价:110
收益4%
适合防守债 拿到大于银行的利息 | | 113545 | 金能转债 | 108.714 | -0.09% | -0.20% | -0.25% | 0.67% | 3.60% | 0.91% | 0.67% | 603113 | 金能科技 | 5.84 | 0.69% | -3.15% | 1.92% | 3.73% | -6.86% | -16.92% | 3.73% | 7.17% | 0.507 | -0.46 | -1.53 | 0.57 | -38.42 | 1.57% | 1.61% | -1.00 | 7.35 | 43.73% | 54.62% | 3.22% | 49.52 | 49.52 | 145.84 | -13.20% | 1.37 | -44.87% | 9.87 | 59.17 | 0.000 | - | 83.73% | -0.12% | 192.44 | 暂不 2025-06-16 重新计*** 转股价不下修记录
| 其他化学原料 | 山东 | 108.84 | AA | 增强 | 36.15% | 6.91 | 12.83 | 0/15 | 30 | 110.00 | 19.30% | 19.30% | 16.85% | 25-10-14 | 0.53年 | 9.565 | 2621.37 | 3121.68 | 2.52% | 0.63% | 2.24% | -1.24% | 增强 | 30.46% ↑ | 9.565 | 10.398 | 110.00 | 当前价格: 105.48
溢价率高77%,pb=0.58 < 1无法下修到底
剩余年限不到一年
到期赎回价:110
收益4%
适合防守债 拿到大于银行的利息 | ||||||||||
416 | | 113046 | 金田转债 | 110.612 | -0.24% | -0.95% | -1.95% | 3.13% | 10.51% | 4.15% | 3.13% | 601609 | 金田股份 | 6.27 | -1.42% | -3.69% | 1.13% | 6.27% | 3.12% | 4.03% | 6.27% | 13.31% | 1.912 | -1.69 | -2.14 | 1.13 | 44.16 | 6.73% | 1.90% | 71.17 | 18.00 | 61.05% | 68.29% | - | 93.14 | 93.14 | 1105.00 | 9.20% | 5.27 | 25.37% | 10.43 | 60.12 | 0.000 | - | 84.00% | 2.89% | 194.61 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 铜 | 浙江 | 107.50 | AA+ | 增强 | 35.47% | 7.30 | 13.56 | 0/15 | 30 | 110.00 | 16.10% | 16.10% | 24.81% | 27-03-22 | 1.97年 | 14.998 | 2311.31 | 7789.49 | 1.39% | 0.84% | 0.55% | -0.54% | 增强 | 26.52% ↑ | 14.998 | 16.590 | 111.80 | - | ||||||||||
417 下修无限制,2025-11-04重新计算下修
剩余年限4.92年 | | 127098 | 欧晶转债 | 108.277 | -0.57% | -0.06% | -2.63% | 0.38% | 1.51% | -17.05% | 0.38% | 001269 | 欧晶科技 | 24.70 | -3.78% | 3.00% | 0.90% | -13.30% | -21.36% | -47.41% | -13.30% | 23.04% | 4.373 | -1.62 | -0.43 | 3.50 | -28.96 | 45.37% | 4.86% | -1.00 | 26.34 | 36.31% | 47.72% | - | 20.72 | 47.52 | 31.29 | 118.25% | 6.54 | 174.33% | 42.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 58.81 | 0.000 | - | 84.11% | 9.14% | 192.39 | 暂不 2025-06-20 重新计**** 转股价不下修记录
| 光伏辅材 | 内蒙古 | 99.21 | AA- | 增强 | 53.93% | 29.40 | 54.60 | 0/15 | 30 | 112.00 | 22.70% | 9.90% | 38.91% | 29-11-24 | 4.65年 | 4.695 | 2193.90 | 12447.64 | 4.31% | 5.94% | 1.62% | 0.98% | 增强 | 67.46% ↑ | 4.695 | 5.084 | 116.50 | 下修无限制,2025-11-04重新计算下修
剩余年限4.92年 | ||||||||||
418 下修无限制 | | 127085 | 韵达转债 | 108.859 | 0.00% | 0.24% | -1.54% | -1.65% | -1.35% | 1.76% | -1.65% | 002120 | 韵达股份 | 7.03 | 0.72% | 1.01% | -4.22% | -6.52% | -23.09% | -6.89% | -6.52% | 13.40% | 3.820 | -0.86 | -2.06 | 1.01 | 12.81 | 8.96% | 2.42% | 1.83 | 0.53 | 36.90% | 48.02% | 10.20% | 197.90 | 203.81 | 449.83 | -5.17% | 16.25 | 9.58% | 11.93 | 58.93 | 0.000 | - | 84.74% | 5.56% | 193.60 | 暂不 2025-05-15 重新计*** 转股价不下修记录
| 快递 | 浙江 | 103.13 | AA+ | 增强 | 33.05% | 8.35 | 15.51 | 0/15 | 30 | 108.00 | 12.40% | 12.00% | 34.03% | 29-04-11 | 4.03年 | 24.500 | 1917.96 | 21934.04 | 0.72% | 1.11% | 0.79% | 0.23% | 增强 | 29.23% ↓ | 24.500 | 26.670 | 112.30 | 下修无限制 | ||||||||||
419 规模30亿太大,负债率太高,PB小于无法下修到底 剩余时间3.6年 | | 127067 | 恒逸转2 | 107.296 | 0.31% | -0.05% | 0.30% | 2.72% | 8.78% | 5.19% | 2.72% | 000703 | 恒逸石化 | 6.03 | 0.17% | -1.79% | -2.27% | -3.98% | -16.48% | -8.29% | -3.98% | 13.40% | 3.129 | 0.43 | -1.21 | 0.91 | -188.44 | 1.74% | 1.66% | -1.00 | 0.89 | 69.25% | 71.97% | 5.14% | 219.94 | 221.08 | 1361.48 | -10.46% | 4.35 | 140.34% | 10.41 | 57.93 | 0.000 | - | 85.23% | 1.91% | 192.53 | 暂不 2025-08-08 重新计***** 转股价不下修记录
| 炼油化工 | 广西 | 105.29 | AA+ | 增强 | 28.03% | 7.29 | 13.53 | 0/15 | 30 | 109.00 | 13.60% | 13.60% | 14.64% | 28-07-21 | 3.30年 | 29.996 | 2132.75 | 5775.52 | 0.66% | 0.26% | 1.53% | 0.81% | 增强 | 51.94% ↑ | 29.996 | 32.185 | 112.70 | 规模30亿太大,负债率太高,PB小于无法下修到底 剩余时间3.6年 | ||||||||||
420 82.880 (2024-08-23) 防守不错 规模6.4亿规模中等。
下修有限制,而且很严格 从未下修过,
每次都是6个月不下修 2025-04-26重新计算
PB=1.556
深主板 养殖业-肉鸡养殖
公司2024年预估盈利1.25亿 ,公司21-23年基本没挣钱。每年营业收入接近37亿,每年的经营现金流大约为1.1亿不错
1:剩余的转债规模6.4亿约等于最近4年多的公司净利润
2:当前价格105.4 到期赎回价110 2028-04-19 剩余年限3
3:流通市值为26.7亿元,自由流通市值为14.4亿元(非常小)
4:实控人股份占比44.4%不错。
5:从净利润和营业收入来看暂无退市风险。属于周期性行业,今年利润不错
6:质押:3.56% 质押没啥 公司目前处于中估状态,业绩不错
7:公司流动资产13.1亿
3.7亿货币资金(不包括应收账款和票据2.86亿)
到期收益:2.5%
流动负债总计 8.77亿(包含短期负债3.2 + 应付账款和票据1.96亿)
非流动负债总计: 22.2亿(包含长期借款6.43亿+ 应付债券5.68亿)
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流不错。转债规模6.4亿较大,公司下修受限制,而且下修条件比较严格,公司希望在最后2年解决。那就建议101到期收益高再去买 | | 111009 | 盛泰转债 | 105.315 | -0.15% | -1.63% | -2.05% | 2.50% | 12.04% | 4.15% | 2.50% | 605138 | 盛泰集团 | 6.03 | -0.33% | -1.79% | 2.55% | 9.24% | 4.33% | -6.81% | 9.24% | 19.83% | 3.369 | -0.89 | -0.48 | 1.33 | 98.85 | 4.08% | 1.49% | 84.68 | 33.43 | 57.42% | 62.34% | - | 33.50 | 33.50 | 46.51 | -22.04% | 1.04 | -72.25% | 10.61 | 56.83 | 0.000 | - | 85.31% | -0.15% | 190.63 | 暂不 2025-07-21 重新计**** 转股价不下修记录
| 非运动服装 | 浙江 | 105.47 | AA | 增强 | 39.28% | 7.43 | 13.79 | 0/15 | 30 | 110.00 | 20.90% | 20.90% | 50.15% | 28-11-07 | 3.60年 | 7.012 | 1970.96 | 1485.66 | 2.67% | 0.45% | 2.35% | 1.61% | 增强 | 27.09% ↓ | 7.012 | 7.385 | 114.30 | 82.880 (2024-08-23) 防守不错 规模6.4亿规模中等。
下修有限制,而且很严格 从未下修过,
每次都是6个月不下修 2025-04-26重新计算
PB=1.556
深主板 养殖业-肉鸡养殖
公司2024年预估盈利1.25亿 ,公司21-23年基本没挣钱。每年营业收入接近37亿,每年的经营现金流大约为1.1亿不错
1:剩余的转债规模6.4亿约等于最近4年多的公司净利润
2:当前价格105.4 到期赎回价110 2028-04-19 剩余年限3
3:流通市值为26.7亿元,自由流通市值为14.4亿元(非常小)
4:实控人股份占比44.4%不错。
5:从净利润和营业收入来看暂无退市风险。属于周期性行业,今年利润不错
6:质押:3.56% 质押没啥 公司目前处于中估状态,业绩不错
7:公司流动资产13.1亿
3.7亿货币资金(不包括应收账款和票据2.86亿)
到期收益:2.5%
流动负债总计 8.77亿(包含短期负债3.2 + 应付账款和票据1.96亿)
非流动负债总计: 22.2亿(包含长期借款6.43亿+ 应付债券5.68亿)
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流不错。转债规模6.4亿较大,公司下修受限制,而且下修条件比较严格,公司希望在最后2年解决。那就建议101到期收益高再去买 | ||||||||||
421 | | 128136 | 立讯转债 | 117.093 | -2.58% | -2.78% | -4.72% | -1.17% | 0.55% | 7.97% | -1.17% | 002475 | 立讯精密 | 35.42 | -9.99% | -13.14% | -16.40% | -13.10% | -23.55% | 20.02% | -13.10% | 12.93% | 1.612 | -2.86 | -12.33 | 3.97 | 22.78 | 21.61% | 0.84% | 4.00 | 3.44 | 42.96% | 63.04% | 13.26% | 2562.37 | 2567.03 | 2319.05 | 8.35% | 109.53 | 19.53% | 56.47 | 62.72 | 0.000 | - | 86.68% | 10.04% | 203.77 | 暂不 2025-07-22 重新计** 转股价不下修记录
| 消费电子零部件及组装 | 广东 | 106.41 | AA+ | 增强 | 39.13% | 39.53 | 73.41 | 0/15 | 30 | 108.00 | 1.20% | 1.20% | 28.90% | 26-11-03 | 1.59年 | 29.990 | 14830.97 | 800353.99 | 4.17% | 3.09% | -4.02% | -5.11% | 增强 | 27.02% ↑ | 29.990 | 35.116 | 109.80 | - | ||||||||||
422 | | 128116 | 瑞达转债 | 111.750 | -0.22% | -0.13% | 0.06% | 2.43% | 1.97% | 4.98% | 2.43% | 002961 | 瑞达期货 | 16.88 | 3.88% | 6.57% | 15.14% | 17.47% | -0.70% | 32.80% | 17.47% | 8.67% | 1.207 | -0.12 | 9.43 | 2.65 | 23.03 | 9.42% | 1.30% | 41.98 | 33.59 | 20.68% | 81.56% | 5.39% | 75.12 | 75.12 | 9.26 | -56.01% | 2.44 | -16.95% | 28.65 | 58.92 | 0.000 | - | 89.67% | 2.37% | 201.42 | 暂不 2025-05-26 重新计***** 转股价不下修记录
| 期货 | 福建 | 109.16 | AA | 增强 | 45.72% | 20.06 | 37.25 | 0/15 | 30 | 110.00 | 8.60% | 8.60% | 17.43% | 26-06-29 | 1.24年 | 6.489 | 3378.73 | 42696.04 | 4.64% | 5.73% | 0.11% | -1.63% | 增强 | 37.21% ↑ | 6.489 | 7.251 | 111.90 | - | ||||||||||
423 87.987 (2024-08-22) 防守很强 规模8.498亿规模中等。
下修无限制 从未下修过,每次都是6个月不下修 2025-06-21 重新计算 剩余年限: 3.586
分析时间为:2025-3-30 数据基于最新的第三季度报
创业板 厨房电器
21-24净利润: 2.27 2.92 2.99 1
21-24现金流: 每年基本都是大于 1.2 亿 不错, 其中 23 年比较突出,有 6.72 亿
21-24营业收入: 都大于 30 亿
总结: 业绩有下滑,但暂无退市风险
1:剩余的转债规模 8.498 亿约等于最近 4 年多的公司净利润
2:当前价格111 到期赎回价115 2028-10-27 剩余年限3.586
3:流通市值为48亿元,自由流通市值为42亿元(超大)
4:实控人股份占比 21 %, 可能控制人下修意愿不强
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于中估状态
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期偿债压力小,长期偿债压力大,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | | 123165 | 回天转债 | 112.180 | 0.26% | 1.02% | 0.19% | 4.86% | 12.72% | 6.23% | 4.86% | 300041 | 回天新材 | 9.04 | -1.09% | -2.38% | -1.53% | -1.74% | -9.69% | -5.16% | -1.74% | 15.76% | 3.360 | 0.26 | -3.34 | 1.73 | 57.58 | 10.63% | 1.06% | 90.69 | 11.47 | 39.60% | 54.28% | - | 49.22 | 50.57 | 39.02 | 5.05% | 2.99 | 2.41% | 15.35 | 58.89 | 0.000 | - | 90.48% | 5.49% | 202.66 | 暂不 2025-06-21 重新计***** 转股价不下修记录
| 有机硅 | 湖北 | 106.34 | AA- | 增强 | 49.73% | 10.75 | 19.96 | 0/15 | 30 | 115.00 | 17.30% | 16.80% | 47.28% | 28-10-27 | 3.57年 | 8.498 | 3488.33 | 20669.79 | 3.70% | 4.20% | 1.82% | 0.86% | 增强 | 38.92% ↑ | 8.498 | 9.533 | 119.50 | 87.987 (2024-08-22) 防守很强 规模8.498亿规模中等。
下修无限制 从未下修过,每次都是6个月不下修 2025-06-21 重新计算 剩余年限: 3.586
分析时间为:2025-3-30 数据基于最新的第三季度报
创业板 厨房电器
21-24净利润: 2.27 2.92 2.99 1
21-24现金流: 每年基本都是大于 1.2 亿 不错, 其中 23 年比较突出,有 6.72 亿
21-24营业收入: 都大于 30 亿
总结: 业绩有下滑,但暂无退市风险
1:剩余的转债规模 8.498 亿约等于最近 4 年多的公司净利润
2:当前价格111 到期赎回价115 2028-10-27 剩余年限3.586
3:流通市值为48亿元,自由流通市值为42亿元(超大)
4:实控人股份占比 21 %, 可能控制人下修意愿不强
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于中估状态
7:公司流动资产: 14.2 亿货币资金(不包括应收账款和票据 17.63 亿) => 38.16
到期收益:2%
流动负债总计 25.16亿(包含短期负债 12 亿 + 应付账款和票据 12亿)
非流动负债总计: 10.38亿(包含长期借款 1.73亿+ 应付债券 8.01 亿) 资产负债率 54%
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史中位,公司短期偿债压力小,长期偿债压力大,公司有充足的现金流。转债规模中等 8 亿,公司头铁一直不下修,剩余年限3.6 年很长。2025-06-21 重新计算。 | ||||||||||
424 | | 128138 | 侨银转债 | 125.696 | -0.27% | -0.15% | -1.14% | 5.05% | 11.50% | 6.09% | 5.05% | 002973 | 侨银股份 | 11.84 | -1.66% | -4.05% | -14.64% | 11.91% | 18.64% | 12.19% | 11.91% | 11.66% | 1.532 | -0.38 | -8.27 | 2.02 | 15.56 | 15.59% | 0.84% | 33.08 | 19.63 | 60.22% | 68.07% | 28.02% | 26.39 | 48.39 | 39.43 | -0.29% | 3.17 | 0.70% | 18.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 65.78 | 0.000 | - | 91.09% | -0.80% | 216.79 | 暂不 2025-04-08 重新计***** 转股价不下修记录
| 固废治理 | 广东 | 126.71 | AA- | 增强 | 42.73% | 12.60 | 23.40 | 0/15 | 30 | 130.00 | 15.90% | 8.70% | 27.24% | 26-11-17 | 1.63年 | 4.199 | 880.23 | 3433.29 | 1.67% | 1.30% | 3.34% | 0.15% | 增强 | 29.74% ↓ | 4.199 | 5.278 | 132.50 | - | ||||||||||
425 | | 128121 | 宏川转债 | 112.519 | -1.12% | -1.21% | 1.95% | 4.66% | 6.96% | -0.56% | 4.66% | 002930 | 宏川智慧 | 11.02 | 0.82% | 3.18% | 8.04% | -1.78% | -11.04% | -29.03% | -1.78% | 10.91% | 1.278 | -0.34 | 5.05 | 1.89 | 26.49 | 11.81% | 2.29% | 12.89 | 5.49 | 64.56% | 66.86% | 19.05% | 47.72 | 50.42 | 15.47 | 22.48% | 2.96 | 32.03% | 18.76 | 58.74 | 0.000 | - | 91.55% | 6.14% | 204.07 | 至少还需3天12/15 | 30** 转股价不下修记录
| 仓储物流 | 广东 | 106.01 | AA- | 增强 | 35.68% | 13.13 | 24.39 | 0/15 | 30 | 108.00 | 13.70% | 12.90% | 45.65% | 26-07-17 | 1.29年 | 6.520 | 7740.54 | 8675.50 | 10.54% | 1.82% | -1.91% | -3.28% | 增强 | 35.25% ↓ | 6.520 | 7.336 | 109.80 | - | ||||||||||
426 83.059 (2024-08-20) 防守一般 规模4.3亿。
下修无限制 2024-01-29下修过但未到底,2025-05-6重新计算
科创 电子-半导体-分立器件
21-24年净利润分别为: 0.7 0.78 1.16 -0.14
21-24年营业收入:5.5 9.3 15 13.5
21-24年现金流:-0.74 0.81 -1.48 预估1
从营业收入看,暂无退市风险。但业绩正在越来越差。
1:剩余的转债规模4.3亿约等于最近上市来的5年多的公司净利润
2:当前价格109.9 到期赎回价115 2029-07-25 剩余年限4.3
3:流通市值为35.8亿元,自由流通市值为30亿元(一般)
4:实控人股份占比18%比较低, 公司在回购股票用于转债转股。
5:从净利润和营业收入来看暂无退市风险。但现金流持续变差
6:质押:无质押
7:公司流动资产: 2.4亿货币资金(不包括应收账款和票据5.32亿) => 12.6
到期收益:2.3%
流动负债总计 8.94亿(包含短期负债3.68 + 应付账款和票据5亿)
非流动负债总计: 5.5亿(包含长期借款0.08亿+ 应付债券4.03亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于高位,公司短期和长期偿债压力很大,公司现金流很差。转债规模4.3亿较小,就是剩余年限4.33年很长。但是公司肯定不愿意还钱的,2025-05-6重新计算 | | 118040 | 宏微转债 | 109.793 | 0.11% | -0.10% | -2.55% | 2.90% | 3.11% | -3.79% | 2.90% | 688711 | 宏微科技 | 16.25 | -1.81% | -3.33% | -11.73% | -5.96% | -23.74% | -31.94% | -5.96% | 23.32% | 4.005 | -1.70 | -6.60 | 3.09 | 439.19 | 11.08% | 0.39% | 86.46 | 11.99 | 40.87% | 56.20% | - | 34.59 | 34.59 | 15.05 | 62.48% | 1.16 | 47.63% | 28.52* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 56.98 | 0.000 | - | 92.70% | 26.69% | 202.49 | 暂不 2025-05-06 重新计***** 转股价不下修记录
| 分立器件 | 江苏 | 86.66 | A | 增强 | 60.57% | 19.96 | 37.08 | 0/15 | 30 | 115.00 | 12.40% | 12.40% | 45.43% | 29-07-25 | 4.31年 | 4.300 | 400.67 | 3644.72 | 0.85% | 1.04% | 2.34% | 1.47% | 增强 | 38.31% ↓ | 4.300 | 4.721 | 121.00 | 83.059 (2024-08-20) 防守一般 规模4.3亿。
下修无限制 2024-01-29下修过但未到底,2025-05-6重新计算
科创 电子-半导体-分立器件
21-24年净利润分别为: 0.7 0.78 1.16 -0.14
21-24年营业收入:5.5 9.3 15 13.5
21-24年现金流:-0.74 0.81 -1.48 预估1
从营业收入看,暂无退市风险。但业绩正在越来越差。
1:剩余的转债规模4.3亿约等于最近上市来的5年多的公司净利润
2:当前价格109.9 到期赎回价115 2029-07-25 剩余年限4.3
3:流通市值为35.8亿元,自由流通市值为30亿元(一般)
4:实控人股份占比18%比较低, 公司在回购股票用于转债转股。
5:从净利润和营业收入来看暂无退市风险。但现金流持续变差
6:质押:无质押
7:公司流动资产: 2.4亿货币资金(不包括应收账款和票据5.32亿) => 12.6
到期收益:2.3%
流动负债总计 8.94亿(包含短期负债3.68 + 应付账款和票据5亿)
非流动负债总计: 5.5亿(包含长期借款0.08亿+ 应付债券4.03亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于高位,公司短期和长期偿债压力很大,公司现金流很差。转债规模4.3亿较小,就是剩余年限4.33年很长。但是公司肯定不愿意还钱的,2025-05-6重新计算 | ||||||||||
427 下修无限制 | | 123122 | 富瀚转债 | 116.170 | -0.80% | -1.13% | -3.74% | 1.31% | 3.72% | 7.71% | 1.31% | 300613 | 富瀚微 | 54.79 | -2.72% | -3.88% | -13.39% | -6.34% | 6.43% | 47.98% | -6.34% | 13.69% | 2.240 | -1.58 | -6.71 | 4.80 | 58.91 | 10.48% | 0.22% | 42.75 | 26.89 | 16.99% | 23.21% | 1.47% | 120.00 | 127.24 | 18.22 | -13.65% | 2.52 | -36.58% | 91.82 | 59.67 | 0.000 | - | 94.68% | 10.31% | 210.85 | 至少还需13天2/15 | 30**** 转股价不下修记录
| 数字芯片设计 | 上海 | 105.31 | A+ | 增强 | 66.16% | 64.27 | 119.37 | 0/15 | 30 | 115.00 | 4.80% | 4.60% | 33.48% | 27-08-06 | 2.34年 | 5.803 | 803.69 | 21275.08 | 1.19% | 1.75% | 0.87% | -0.51% | 增强 | 44.54% ↑ | 5.803 | 6.741 | 118.50 | 下修无限制 | ||||||||||
428 下修无限制 | | 118033 | 华特转债 | 118.200 | 0.31% | 0.60% | -0.09% | 4.38% | 3.23% | 8.05% | 4.38% | 688268 | 华特气体 | 50.46 | -2.42% | -0.77% | 1.45% | 9.89% | -21.63% | -1.27% | 9.89% | 15.32% | 3.792 | 0.59 | 3.09 | 3.20 | 34.42 | 9.77% | 0.99% | 10.70 | 14.14 | 29.32% | 39.53% | - | 60.66 | 60.75 | 15.00 | -16.80% | 1.71 | -17.18% | 83.29 | 60.58 | 0.000 | - | 95.10% | 13.12% | 213.30 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 电子化学品 | 广东 | 104.49 | AA- | 增强 | 47.73% | 58.30 | 108.28 | 0/15 | 30 | 115.00 | 10.60% | 10.60% | 57.19% | 29-03-21 | 3.97年 | 6.459 | 4330.08 | 24830.07 | 5.72% | 4.08% | 0.28% | -0.57% | 增强 | 38.59% ↑ | 6.459 | 7.635 | 119.50 | 下修无限制 | ||||||||||
429 下修无限制 | | 123104 | 卫宁转债 | 119.310 | -0.32% | -1.24% | -4.70% | 0.79% | 5.59% | 4.79% | 0.79% | 300253 | 卫宁健康 | 10.54 | -2.68% | -3.83% | -17.40% | 47.21% | 22.70% | 35.57% | 47.21% | 10.33% | 1.885 | -1.88 | -9.22 | 3.95 | 60.58 | 6.65% | 0.19% | 31.22 | 16.94 | 16.19% | 31.22% | 0.06% | 201.51 | 233.11 | 31.63 | 2.28% | 3.58 | 229.49% | 17.45 | 60.40 | 0.000 | - | 97.53% | 1.99% | 216.84 | 暂不 2025-06-30 重新计* 转股价不下修记录
| 垂直应用软件 | 上海 | 116.98 | AA | 增强 | 59.99% | 12.22 | 22.69 | 0/15 | 30 | 120.00 | 4.80% | 4.20% | 32.13% | 27-03-16 | 1.95年 | 9.699 | 3919.99 | 49475.11 | 3.39% | 2.43% | 1.07% | -0.81% | 增强 | 26.37% ↓ | 9.699 | 11.572 | 121.80 | 下修无限制 | ||||||||||
430 PB< 1, 无法下修到底 | | 113048 | 晶科转债 | 108.180 | -0.10% | -1.11% | -2.20% | 2.00% | 11.03% | 2.55% | 2.00% | 601778 | 晶科科技 | 2.84 | 1.43% | 0.00% | 1.79% | 0.71% | -10.97% | -14.90% | 0.71% | 19.07% | 1.918 | -1.24 | 0.67 | 0.65 | 55.69 | 2.56% | 0.39% | 57.26 | 12.25 | 55.23% | 63.41% | 14.32% | 101.42 | 101.42 | 43.70 | 36.72% | 3.83 | 77.05% | 5.24* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 54.20 | 0.000 | - | 99.60% | -2.14% | 207.78 | 至少还需12天3/15 | 30***** 转股价不下修记录
| 光伏发电 | 江西 | 110.55 | AA | 增强 | 37.24% | 3.67 | 6.81 | 0/15 | 30 | 112.00 | 22.60% | 22.60% | 31.60% | 27-04-23 | 2.06年 | 22.958 | 2647.70 | 13778.28 | 1.07% | 1.37% | 3.22% | 1.84% | 增强 | 25.52% ↑ | 22.958 | 24.836 | 115.30 | PB< 1, 无法下修到底 | ||||||||||
431 | | 127056 | 中特转债 | 108.527 | -0.25% | -0.29% | -0.25% | 0.72% | 2.29% | 2.82% | 0.72% | 000708 | 中信特钢 | 12.47 | -0.80% | -1.81% | 4.09% | 9.29% | -10.80% | -12.15% | 9.29% | 8.01% | 2.799 | -0.42 | -0.28 | 1.54 | 12.65 | 15.54% | 4.53% | 26.65 | 36.81 | 44.86% | 60.53% | 0.15% | 629.38 | 629.38 | 1140.19 | 15.94% | 57.21 | -19.48% | 22.94 | 54.36 | 0.000 | - | 99.65% | 5.46% | 208.18 | 暂不 2025-10-26 重新计*** 转股价不下修记录
| 特钢 | 湖北 | 102.91 | AAA | 增强 | 30.93% | 16.06 | 29.82 | 0/15 | 30 | 106.00 | 7.90% | 7.90% | 19.59% | 28-02-25 | 2.90年 | 49.997 | 2400.96 | 9605.09 | 0.44% | 0.15% | 0.12% | -0.45% | 增强 | 45.14% ↑ | 49.997 | 54.260 | 108.90 | - | ||||||||||
432 下修无限制 | | 113660 | 寿22转债 | 111.646 | -0.27% | 0.11% | -2.27% | 1.48% | 2.76% | -2.76% | 1.48% | 603896 | 寿仙谷 | 20.64 | 1.18% | 0.15% | 2.18% | -2.69% | -18.58% | -21.93% | -2.69% | 12.66% | 3.433 | -0.69 | -0.41 | 1.83 | 19.94 | 12.44% | 1.92% | 7.86 | 3.28 | 20.18% | 26.93% | - | 40.92 | 40.92 | 7.84 | -5.39% | 2.54 | -8.39% | 37.11 | 55.62 | 0.000 | - | 100.74% | 8.01% | 212.39 | 暂不 2025-08-26 重新计*** 转股价不下修记录
| 中药 | 浙江 | 103.37 | AA- | 增强 | 33.92% | 25.98 | 48.24 | 0/15 | 30 | 112.00 | 9.70% | 9.70% | 23.90% | 28-11-17 | 3.63年 | 3.977 | 636.36 | 4208.25 | 1.43% | 1.03% | 1.20% | 0.39% | 增强 | 60.05% ↓ | 3.977 | 4.440 | 116.50 | 下修无限制 | ||||||||||
433 下修无限制
24年7月份有过1次下修但是未到底,最近有提议了一次下修,12月10日开股东大会。
到期4.72% 3.55年 6.939 21.00% 光伏辅材
22年以前每年净利润2亿,22年0.5亿,23年-2.3亿 24年预计-3亿
经营净现金流连续5年都为负,21年-23年 -14亿 -29亿 -10亿 24年3季度1亿
资金情况:
货币资金: 3.2亿 应收票据和账款14.8亿(其中应收账款大部分是半年内的) 其他流动资产0.8亿
短期借款4.5亿 应付票据和账款1.8亿 一年内到期的非流动负债1.9亿 其他流动负债1.34亿 长期借款1.2亿 应付债券6亿
应付债券相对于净利润还钱不太好,短期负债没啥压力。 | | 118008 | 海优转债 | 114.720 | -1.65% | 1.28% | 7.35% | 16.11% | 36.02% | 13.59% | 16.11% | 688680 | 海优新材 | 39.96 | -1.09% | -1.89% | 9.78% | 18.29% | -2.23% | -26.33% | 18.29% | 30.42% | 3.051 | 0.70 | -7.90 | 1.75 | -8.39 | -9.74% | 0.30% | -1.00 | 23.71 | 41.04% | 47.82% | - | 33.57 | 33.57 | 48.72 | -8.20% | -2.29 | -556.29% | 69.98** 转股价下修3次,成功下修2次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 57.10 | 0.000 | - | 100.90% | 14.06% | 215.62 | 提议 2025-04-21股东大会***** 转股价不下修记录
| 光伏辅材 | 上海 | 100.58 | A+ | 增强 | 75.17% | 48.99 | 90.97 | 0/15 | 30 | 115.00 | 20.70% | 20.70% | 39.53% | 28-06-23 | 3.23年 | 6.939 | 3349.70 | 7358.01 | 4.18% | 2.15% | 1.33% | 0.26% | 增强 | 22.70% ↓ | 6.939 | 7.960 | 119.60 | 下修无限制
24年7月份有过1次下修但是未到底,最近有提议了一次下修,12月10日开股东大会。
到期4.72% 3.55年 6.939 21.00% 光伏辅材
22年以前每年净利润2亿,22年0.5亿,23年-2.3亿 24年预计-3亿
经营净现金流连续5年都为负,21年-23年 -14亿 -29亿 -10亿 24年3季度1亿
资金情况:
货币资金: 3.2亿 应收票据和账款14.8亿(其中应收账款大部分是半年内的) 其他流动资产0.8亿
短期借款4.5亿 应付票据和账款1.8亿 一年内到期的非流动负债1.9亿 其他流动负债1.34亿 长期借款1.2亿 应付债券6亿
应付债券相对于净利润还钱不太好,短期负债没啥压力。 | ||||||||||
434 下修无限制, 下修条款非常宽松
公司货币资金大约20亿 应收:9.5亿
短期借款: 14.75亿 应付:5.4亿
长期借款:3亿 应付债券5.2亿
现金流: 近4年现金流每年10亿,非常好
净利润:23年近利润为-1.9亿,其余年份平均每年净利润为8亿多
公司从未下修过, 估计愿意还钱,公司还的起钱5个亿,每年的净利润挺多的,2025-04-30重新计算下修,大股东持有比例: 谢菊华、唐咏群、丁莹三人合计持股约47.40%(27.21%+19.80%+0.39%),构成公司实际控制人群体,主导公司治理与战略方向 | | 113579 | 健友转债 | 112.838 | 0.15% | -0.39% | -2.34% | 3.35% | 3.28% | 3.23% | 3.35% | 603707 | 健友股份 | 13.70 | -4.40% | -4.53% | 0.74% | 3.24% | -9.21% | 15.51% | 3.24% | 8.30% | 1.044 | -0.92 | -1.50 | 3.53 | -50.00 | -3.17% | 0.73% | -1.00 | 18.59 | 26.86% | 33.52% | 2.65% | 221.34 | 221.34 | 39.31 | 5.89% | -1.89 | -117.37% | 24.44 | 56.06 | 0.000 | - | 101.30% | 4.00% | 214.14 | 暂不 2025-04-30 重新计***** 转股价不下修记录
| 化学制剂 | 江苏 | 108.50 | AA | 增强 | 36.06% | 17.11 | 31.77 | 0/15 | 30 | 109.00 | 2.30% | 2.30% | 29.24% | 26-04-23 | 1.05年 | 5.023 | 3254.47 | 57350.38 | 5.77% | 2.65% | -1.74% | -3.58% | 增强 | 38.24% ↓ | 5.023 | 5.668 | 110.80 | 下修无限制, 下修条款非常宽松
公司货币资金大约20亿 应收:9.5亿
短期借款: 14.75亿 应付:5.4亿
长期借款:3亿 应付债券5.2亿
现金流: 近4年现金流每年10亿,非常好
净利润:23年近利润为-1.9亿,其余年份平均每年净利润为8亿多
公司从未下修过, 估计愿意还钱,公司还的起钱5个亿,每年的净利润挺多的,2025-04-30重新计算下修,大股东持有比例: 谢菊华、唐咏群、丁莹三人合计持股约47.40%(27.21%+19.80%+0.39%),构成公司实际控制人群体,主导公司治理与战略方向 | ||||||||||
435 下修有限制 | | 113618 | 美诺转债 | 116.389 | -0.72% | -0.79% | 0.24% | 6.52% | 8.29% | 9.29% | 6.52% | 603538 | 美诺华 | 14.93 | -1.39% | 1.36% | 10.92% | 17.47% | 8.42% | 2.01% | 17.47% | 13.03% | 1.781 | -0.37 | 6.52 | 1.50 | 414.72 | 0.56% | 0.13% | 98.03 | 15.09 | 38.19% | 50.93% | - | 31.85 | 32.64 | 12.17 | -16.51% | 0.12 | -96.58% | 25.84 | 57.78 | 0.000 | - | 101.44% | 9.36% | 217.83 | 暂不 2025-07-04 重新计**** 转股价不下修记录
| 原料药 | 浙江 | 106.43 | AA- | 增强 | 37.39% | 18.09 | 33.59 | 0/15 | 30 | 110.00 | 15.00% | 14.60% | 23.65% | 27-01-14 | 1.78年 | 4.766 | 3776.86 | 18100.75 | 6.80% | 5.65% | -2.25% | -3.42% | 增强 | 42.20% ↑ | 4.766 | 5.547 | 111.80 | 下修有限制 | ||||||||||
436 | | 111001 | 山玻转债 | 114.606 | -0.02% | -0.40% | -1.20% | 0.08% | 5.43% | 6.61% | 0.08% | 605006 | 山东玻纤 | 6.22 | 0.65% | -5.18% | -5.61% | -1.11% | 20.31% | 7.01% | -1.11% | 8.16% | 2.482 | -0.45 | -3.27 | 1.43 | -22.14 | 3.76% | 0.84% | -1.00 | 22.90 | 48.85% | 60.48% | - | 37.32 | 38.00 | 22.02 | -20.84% | 1.05 | -80.34% | 11.07 | 56.19 | 0.000 | - | 103.97% | 4.52% | 218.58 | 暂不 2025-04-09 重新计***** 转股价不下修记录
| 玻纤制造 | 山东 | 109.65 | AA- | 增强 | 49.96% | 7.75 | 14.39 | 0/15 | 30 | 115.00 | 16.10% | 15.80% | 12.46% | 27-11-08 | 2.60年 | 5.999 | 288.04 | 3265.94 | 0.42% | 0.88% | 1.25% | 0.01% | 增强 | 77.66% ↓ | 5.999 | 6.875 | 118.30 | - | ||||||||||
437 营业收入接近退市标准 拉黑 | | 113610 | 灵康转债 | 116.221 | 0.24% | 0.08% | 0.96% | 8.89% | 13.60% | 10.37% | 8.89% | 603669 | 灵康药业 | 4.51 | 1.12% | 0.67% | -6.24% | -14.10% | -9.07% | 4.40% | -14.10% | 20.52% | 1.607 | -0.57 | -2.99 | 3.80 | -21.48 | -14.42% | 0.00% | -1.00 | 42.92 | 23.23% | 29.02% | 6.89% | 32.53 | 32.53 | 1.97 | -31.95% | -1.52 | 22.65% | 8.00* 转股价下修1次,成功下修1次
2025-04-01 至 2025-04-08 期间暂停转股:回售
转股价8.000生效日期2024-07-16
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 56.38 | 0.000 | - | 106.16% | 15.41% | 222.38 | 至少还需7天8/15 | 30***** 转股价不下修记录
| 化学制剂 | 西藏 | 100.70 | A- | 增强 | 49.67% | 5.60 | 10.40 | 0/15 | 30 | 115.00 | 7.80% | 7.80% | 6.00% | 26-12-01 | 1.66年 | 2.530 | 175.09 | 3373.45 | 0.60% | 1.04% | 0.67% | -1.17% | 增强 | 39.73% ↑ | 2.530 | 2.940 | 117.50 | 营业收入接近退市标准 拉黑 | ||||||||||
438 | | 110085 | 通22转债 | 111.000 | -0.20% | -1.64% | -1.60% | 0.38% | 6.89% | 1.42% | 0.38% | 600438 | 通威股份 | 18.62 | -1.43% | -8.37% | -12.71% | -15.78% | -23.63% | -25.48% | -15.78% | 13.69% | 2.784 | -1.88 | -9.91 | 1.63 | -13.82 | 22.59% | 4.86% | -1.00 | 1.89 | 53.82% | 69.04% | 9.98% | 838.27 | 838.27 | 1391.04 | -2.33% | 135.74 | -47.25% | 34.60 | 53.82 | 0.000 | - | 106.26% | 4.59% | 217.26 | 暂不 2025-06-20 重新计*** 转股价不下修记录
| 硅料硅片 | 四川 | 106.13 | AAA | 增强 | 45.08% | 24.22 | 44.98 | 0/15 | 30 | 109.00 | 14.30% | 14.30% | 29.56% | 28-02-24 | 2.90年 | 119.832 | 8478.08 | 55613.28 | 0.64% | 0.66% | 0.41% | -0.37% | 增强 | 45.90% ↑ | 119.832 | 133.014 | 112.30 | - | ||||||||||
439 90.3 (2024-08-21) 防守不错 规模7亿规模中等。
下修有限制 从未下修过,每次都是6个月不下修 2025-09-06重新计算
PB=2.876
创业板 医药生物-医疗器械-医疗设备
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 3.52 0.047 9
2022年 1.96 1 7.12
2023年 1.66 1.81 7.47
2024年 预估-1 预估0.48 4.4
1:剩余的转债规模7亿约等于最近4年多的公司净利润
2:当前价格109.6 到期赎回价115 2028-08-12到期 剩余3.28年
3:流通市值为34.9亿元,自由流通市值为23亿元(中等)
4:实控人股份占比46.84%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于低估状态
7:公司流动资产: 12亿货币资金(不包括应收账款和票据0.42亿) => 18.5
到期收益: 3%
流动负债总计 1.73亿(包含短期负债0.9 + 应付账款和票据0.2亿)
非流动负债总计: 7.26亿(包含长期借款0亿+ 应付债券7.15亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史低位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等7亿,公司头铁一直不下修,剩余年限3.28年很长。 | | 123151 | 康医转债 | 108.858 | -0.29% | -0.64% | -1.49% | 1.99% | 9.89% | 3.89% | 1.99% | 300869 | 康泰医学 | 14.58 | 0.28% | 2.32% | 0.41% | 4.59% | -22.20% | -16.92% | 4.59% | 11.97% | 2.997 | -0.91 | 1.59 | 3.03 | -147.27 | 8.36% | 2.06% | -1.00 | 15.19 | 29.44% | 31.74% | - | 36.94 | 58.58 | 7.47 | 4.89% | 1.66 | -15.51% | 27.80 | 52.45 | 0.000 | - | 107.56% | 7.46% | 216.42 | 暂不 2025-09-06 重新计***** 转股价不下修记录
| 医疗设备 | 河北 | 101.30 | A+ | 增强 | 40.83% | 19.46 | 36.14 | 0/15 | 30 | 115.00 | 18.90% | 11.90% | 41.25% | 28-07-01 | 3.25年 | 6.998 | 1408.64 | 10618.36 | 1.85% | 2.83% | 3.27% | 2.13% | 增强 | 38.70% ↓ | 6.998 | 7.618 | 120.50 | 90.3 (2024-08-21) 防守不错 规模7亿规模中等。
下修有限制 从未下修过,每次都是6个月不下修 2025-09-06重新计算
PB=2.876
创业板 医药生物-医疗器械-医疗设备
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 3.52 0.047 9
2022年 1.96 1 7.12
2023年 1.66 1.81 7.47
2024年 预估-1 预估0.48 4.4
1:剩余的转债规模7亿约等于最近4年多的公司净利润
2:当前价格109.6 到期赎回价115 2028-08-12到期 剩余3.28年
3:流通市值为34.9亿元,自由流通市值为23亿元(中等)
4:实控人股份占比46.84%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于低估状态
7:公司流动资产: 12亿货币资金(不包括应收账款和票据0.42亿) => 18.5
到期收益: 3%
流动负债总计 1.73亿(包含短期负债0.9 + 应付账款和票据0.2亿)
非流动负债总计: 7.26亿(包含长期借款0亿+ 应付债券7.15亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史低位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等7亿,公司头铁一直不下修,剩余年限3.28年很长。 | ||||||||||
440 下修无限制 | | 123109 | 昌红转债 | 115.700 | -0.16% | -1.70% | -1.53% | -1.53% | 1.05% | 3.67% | -1.53% | 300151 | 昌红科技 | 14.88 | -1.98% | -3.50% | -8.09% | -12.47% | -24.31% | -6.66% | -12.47% | 13.42% | 1.927 | -1.04 | -4.91 | 4.76 | 171.03 | 2.27% | 0.34% | 74.90 | 43.15 | 26.50% | 33.41% | 11.94% | 54.86 | 79.24 | 9.31 | -24.18% | 0.32 | -75.31% | 26.79 | 55.54 | 0.000 | - | 108.31% | 4.03% | 224.01 | 暂不 2025-07-25 重新计***** 转股价不下修记录
| 其他专用设备 | 广东 | 111.22 | AA- | 增强 | 49.83% | 18.75 | 34.83 | 0/15 | 30 | 115.00 | 8.40% | 5.80% | 47.57% | 27-04-01 | 2.00年 | 4.595 | 1598.62 | 7753.35 | 3.02% | 1.40% | 0.79% | -0.75% | 增强 | 37.86% ↓ | 4.595 | 5.316 | 117.50 | 下修无限制 | ||||||||||
441 | | 127046 | 百润转债 | 116.006 | -0.40% | -2.35% | -2.13% | 1.76% | 7.51% | 8.42% | 1.76% | 002568 | 百润股份 | 26.03 | -0.69% | -4.20% | 0.08% | -7.07% | 10.72% | 33.76% | -7.07% | 12.14% | 2.428 | -2.31 | -4.94 | 6.00 | 39.56 | 20.24% | 1.91% | 30.34 | 46.13 | 33.42% | 42.54% | 11.20% | 186.89 | 273.15 | 32.64 | 25.85% | 8.09 | 55.28% | 46.96 | 55.43 | 0.000 | - | 109.28% | 7.89% | 225.29 | 30/15 | 30 转股价不下修记录
| 其他酒类 | 上海 | 107.52 | AA | 增强 | 48.94% | 32.87 | 61.05 | 0/15 | 30 | 110.00 | 6.00% | 4.10% | 22.51% | 27-09-29 | 2.49年 | 11.275 | 394.86 | 13959.36 | 0.30% | 0.74% | -0.96% | -1.91% | 增强 | 64.61% ↓ | 11.275 | 13.080 | 113.30 | - | ||||||||||
442 下修有限制 | | 127044 | 蒙娜转债 | 111.865 | 0.19% | 0.48% | -0.31% | 3.38% | 12.07% | 10.30% | 3.38% | 002918 | 蒙娜丽莎 | 10.66 | 1.91% | 9.11% | 13.40% | 0.95% | 11.86% | -7.27% | 0.95% | 19.76% | 2.261 | -0.05 | 8.96 | 1.27 | 166.56 | 7.95% | 2.81% | 99.15 | 11.65 | 41.92% | 57.40% | - | 23.40 | 44.26 | 59.21 | -4.94% | 2.66 | 169.93% | 20.00* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 53.30 | 0.000 | - | 109.88% | 3.75% | 221.75 | 暂不 2025-05-01 重新计**** 转股价不下修记录
| 瓷砖地板 | 广东 | 107.82 | AA- | 增强 | 50.41% | 14.00 | 26.00 | 0/15 | 30 | 112.00 | 14.40% | 7.60% | 13.35% | 27-08-16 | 2.37年 | 3.371 | 1936.78 | 22850.47 | 5.14% | 9.92% | 1.31% | 0.14% | 增强 | 34.87% ↑ | 3.371 | 3.771 | 115.30 | 下修有限制 | ||||||||||
443 到期时间还长,可能还不起钱,不过存在可能下修的情况 | | 118027 | 宏图转债 | 95.140 | -0.41% | -0.39% | -3.47% | 4.94% | 20.31% | -5.33% | 4.94% | 688066 | 航天宏图 | 18.43 | -1.71% | -2.38% | -8.54% | -9.66% | -15.46% | -29.22% | -9.66% | 33.22% | 3.276 | -1.99 | -7.07 | 2.33 | -7.82 | -14.88% | 0.00% | -1.00 | 10.04 | 54.32% | 64.63% | - | 48.15 | 48.15 | 18.19 | -25.98% | -3.74 | -241.51% | 40.94* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 45.02 | 0.000 | - | 111.34% | 24.92% | 206.48 | 暂不 2025-04-08 重新计*** 转股价不下修记录
| IT服务 | 北京 | 76.16 | BBB+ | 增强 | 75.71% | 28.66 | 53.22 | 0/15 | 30 | 115.00 | 20.90% | 20.90% | 29.98% | 28-11-28 | 3.66年 | 10.088 | 2089.57 | 7969.01 | 2.17% | 1.63% | 6.73% | 5.70% | 增强 | 34.91% ↓ | 10.088 | 9.598 | 120.10 | 到期时间还长,可能还不起钱,不过存在可能下修的情况 | ||||||||||
444 81.202 (2024-06-24) 防守不错 规模较小不错。
下修无限制 从未下修过,每次都是6个月不下修 2025-06-14重新计算
创业板 电力设备-风电设备-风电零部件
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 0.72 1.28 10.7
2022年 0.4 -1.34 10.42
2023年 -0.3 0.9 6.25
2024年 -1.55 预估0.38 预估5.8
1:剩余的转债规模3.8亿约等于最近4年多的公司净利润
2:当前价格108.33 到期赎回价115 2028-08-12到期 剩余3.39年
3:流通市值为11亿元,自由流通市值为9亿元(非常小)
4:实控人股份占比30%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于高估状态
7:公司流动资产: 3.7亿货币资金(不包括应收账款和票据3.68亿) => 9.19
8: 到期收益: 3.28%
流动负债总计 3.23亿(包含短期负债0 + 应付账款和票据2.93亿)
非流动负债总计: 3.37亿(包含长期借款0亿+ 应付债券3.09亿)
总结: 公司近几年近利润持续变差,目前公司市值估值处于历史高位,公司现金流暂时没有问题,公司短期和长期偿债压力很大,但规模较小3.6亿,公司头铁一直不下修,剩余年限3.34年很长。 | | 123155 | 中陆转债 | 108.500 | 0.00% | -0.34% | 1.24% | 6.33% | 13.02% | 7.55% | 6.33% | 301040 | 中环海陆 | 16.27 | 3.70% | 4.50% | 8.32% | 31.32% | 6.34% | 15.88% | 31.32% | 17.59% | 3.104 | 0.27 | 3.82 | 1.67 | -14.28 | -3.04% | 0.00% | -1.00 | 33.17 | 24.22% | 40.41% | - | 15.33 | 16.27 | 6.25 | -40.04% | -0.32 | -181.12% | 31.76 | 51.23 | 0.000 | - | 111.80% | 7.91% | 220.30 | 暂不 2025-06-14 重新计***** 转股价不下修记录
| 风电零部件 | 江苏 | 100.55 | A+ | 增强 | 64.44% | 22.23 | 41.29 | 0/15 | 30 | 115.00 | 23.50% | 22.10% | 26.67% | 28-08-12 | 3.36年 | 3.600 | 1123.93 | 8194.36 | 2.89% | 5.42% | 3.25% | 2.16% | 增强 | 39.11% ↑ | 3.600 | 3.906 | 120.50 | 81.202 (2024-06-24) 防守不错 规模较小不错。
下修无限制 从未下修过,每次都是6个月不下修 2025-06-14重新计算
创业板 电力设备-风电设备-风电零部件
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 0.72 1.28 10.7
2022年 0.4 -1.34 10.42
2023年 -0.3 0.9 6.25
2024年 -1.55 预估0.38 预估5.8
1:剩余的转债规模3.8亿约等于最近4年多的公司净利润
2:当前价格108.33 到期赎回价115 2028-08-12到期 剩余3.39年
3:流通市值为11亿元,自由流通市值为9亿元(非常小)
4:实控人股份占比30%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:无质押 公司目前处于高估状态
7:公司流动资产: 3.7亿货币资金(不包括应收账款和票据3.68亿) => 9.19
8: 到期收益: 3.28%
流动负债总计 3.23亿(包含短期负债0 + 应付账款和票据2.93亿)
非流动负债总计: 3.37亿(包含长期借款0亿+ 应付债券3.09亿)
总结: 公司近几年近利润持续变差,目前公司市值估值处于历史高位,公司现金流暂时没有问题,公司短期和长期偿债压力很大,但规模较小3.6亿,公司头铁一直不下修,剩余年限3.34年很长。 | ||||||||||
445 | | 123034 | 通光转债 | 228.500 | -0.72% | -1.47% | -5.19% | -12.72% | -17.60% | 4.62% | -12.72% | 300265 | 通光线缆 | 8.38 | -2.33% | -14.84% | -4.34% | 1.95% | -9.21% | 15.57% | 1.95% | 54.33% | -51.673 | -3.39 | -9.77 | 1.69 | 93.11 | 5.55% | 0.95% | 77.80 | 6.92 | 19.88% | 33.70% | 2.18% | 38.38 | 38.41 | 23.47 | 12.67% | 1.01 | 24.13% | 7.92 | 105.81 | 0.000 | - | 115.96% | 108.01% | 344.46 | 0/15 | 30 转股价不下修记录
| 线缆部件及其他 | 江苏 | 109.85 | A+ | 增强 | 65.00% | 5.54 | 10.30 | 至少还需12天3/15 | 30 | 113.00 | 2.00% | 2.00% | - | 25-11-04 | 0.59年 | 0.777 | 5608.64 | 23078.32 | 31.60% | 5.98% | -86.21% | -88.15% | 增强 | 8.41% ↓ | 0.777 | 1.775 | 113.00 | - | ||||||||||
446 下修有限制 | | 113655 | 欧22转债 | 113.200 | 0.36% | 0.10% | -0.97% | 1.06% | 6.10% | 6.62% | 1.06% | 603833 | 欧派家居 | 63.30 | 1.74% | -2.85% | 0.24% | -8.18% | 3.79% | -0.10% | -8.18% | 11.07% | 3.176 | 0.00 | -2.56 | 2.09 | 16.71 | 17.55% | 4.36% | 12.31 | 6.18 | 36.59% | 47.16% | - | 385.59 | 385.59 | 227.82 | 1.35% | 30.36 | 12.92% | 120.95 | 52.34 | 0.000 | - | 116.30% | 4.79% | 229.50 | 暂不 2025-05-26 重新计***** 转股价不下修记录
| 定制家居 | 广东 | 108.03 | AA | 增强 | 48.55% | 84.67 | 157.24 | 0/15 | 30 | 112.00 | 5.20% | 5.20% | 49.11% | 28-08-05 | 3.34年 | 19.999 | 2376.75 | 16103.19 | 1.05% | 0.42% | 0.83% | -0.04% | 增强 | 29.93% ↑ | 19.999 | 22.639 | 116.30 | 下修有限制 | ||||||||||
447 下修无限制 | | 123124 | 晶瑞转2 | 110.100 | 0.18% | -0.79% | -4.39% | 2.04% | 5.41% | 8.28% | 2.04% | 300655 | 晶瑞电材 | 8.22 | -2.61% | -5.63% | -10.46% | -12.18% | -20.89% | -4.17% | -12.18% | 13.65% | 2.286 | -1.67 | -4.71 | 3.23 | -483.53 | 0.81% | 0.34% | -1.00 | 5.51 | 21.88% | 28.33% | - | 82.00 | 87.10 | 12.99 | -25.57% | 0.15 | -90.93% | 16.74 | 49.10 | 0.000 | - | 124.22% | 12.48% | 234.32 | 暂不 2025-07-10 重新计***** 转股价不下修记录
| 电子化学品 | 江苏 | 97.88 | A+ | 增强 | 59.88% | 11.72 | 21.76 | 0/15 | 30 | 107.00 | 6.40% | 6.00% | 27.61% | 27-08-16 | 2.37年 | 5.226 | 1700.30 | 21655.33 | 2.96% | 2.62% | 0.08% | -0.73% | 增强 | 36.45% ↓ | 5.226 | 5.754 | 110.30 | 下修无限制 | ||||||||||
448 | | 118034 | 晶能转债 | 105.980 | -0.70% | -1.68% | -2.40% | 4.50% | 8.55% | 0.41% | 4.50% | 688223 | 晶科能源 | 6.36 | -2.45% | -7.42% | -6.74% | -10.55% | -39.66% | -24.88% | -10.55% | 16.80% | 3.819 | -1.84 | -6.36 | 1.91 | 47.82 | 24.19% | 3.52% | 52.96 | 2.39 | 54.38% | 71.89% | - | 636.33 | 636.33 | 1186.82 | 43.55% | 74.40 | 153.20% | 13.48 | 47.18 | 0.000 | - | 124.62% | 2.82% | 230.60 | 至少还需5天10/15 | 30***** 转股价不下修记录
| 光伏电池组件 | 江西 | 103.07 | AA+ | 增强 | 49.02% | 9.44 | 16.18 | 0/15 | 30 | 108.00 | 15.70% | 15.70% | 34.92% | 29-04-20 | 4.05年 | 99.999 | 12686.34 | 26328.43 | 1.20% | 0.41% | 1.47% | 0.90% | 增强 | 34.97% ↓ | 99.999 | 105.979 | 112.30 | - | ||||||||||
449 下修有限制 | | 113670 | 金23转债 | 111.398 | -0.28% | -0.41% | -1.26% | 0.01% | 4.25% | 3.06% | 0.01% | 603180 | 金牌家居 | 18.86 | 1.23% | -0.95% | -1.51% | -10.23% | -7.86% | -13.28% | -10.23% | 15.29% | 3.789 | -0.93 | -2.20 | 1.05 | 14.14 | 10.86% | 3.18% | 14.29 | 3.60 | 33.82% | 51.31% | 28.39% | 29.09 | 29.09 | 36.45 | 2.59% | 2.92 | 5.40% | 38.03 | 49.59 | 0.000 | - | 124.63% | 1.98% | 236.03 | 至少还需8天7/15 | 30***** 转股价不下修记录
| 定制家居 | 福建 | 109.23 | AA | 增强 | 36.77% | 26.62 | 49.44 | 0/15 | 30 | 115.00 | 26.50% | 26.50% | 27.56% | 29-04-17 | 4.04年 | 7.700 | 1951.36 | 3359.53 | 2.27% | 1.16% | 1.86% | 0.99% | 增强 | 72.26% ↓ | 7.700 | 8.578 | 119.80 | 下修有限制 | ||||||||||
450 | | 110076 | 华海转债 | 113.377 | -0.33% | -0.50% | -0.88% | 0.23% | 4.14% | 5.71% | 0.23% | 600521 | 华海药业 | 16.25 | -0.67% | -0.12% | 7.62% | -9.07% | -18.95% | 20.95% | -9.07% | 8.50% | 1.561 | -0.69 | 2.30 | 2.79 | 21.27 | 10.64% | 1.20% | 7.27 | 5.23 | 43.54% | 54.21% | 5.24% | 238.35 | 245.04 | 83.09 | 0.52% | 8.30 | -28.88% | 33.21 | 48.93 | 0.000 | - | 131.71% | 4.73% | 245.09 | 0/15 | 30***** 转股价不下修记录
| 化学制剂 | 浙江 | 108.26 | AA | 增强 | 34.74% | 23.25 | 43.17 | 0/15 | 30 | 110.00 | 7.70% | 7.50% | 28.07% | 26-11-02 | 1.58年 | 18.424 | 3349.64 | 32301.27 | 1.60% | 1.35% | -0.89% | -2.23% | 增强 | 30.52% ↓ | 18.424 | 20.889 | 111.80 | - | ||||||||||
451 剩余年限时间2.6年较长,转债占比非常巨大52%
短期偿债压力较小,长期偿债压力较大,25年11月面临回售,目前到期4.8%。 | | 123128 | 首华转债 | 99.838 | 0.07% | -0.69% | -0.16% | 6.21% | 17.33% | 6.72% | 6.21% | 300483 | 首华燃气 | 8.38 | 0.12% | -6.47% | 1.33% | -14.84% | -14.40% | -7.71% | -14.84% | 31.61% | 2.373 | -1.21 | -4.26 | 0.86 | -6.23 | -8.74% | 0.00% | -1.00 | 6.53 | 40.15% | 52.28% | 20.45% | 22.50 | 22.50 | 13.54 | -33.80% | -2.46 | -697.95% | 19.61* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 42.73 | 0.000 | - | 133.63% | -4.99% | 233.47 | 暂不 2025-04-07 重新计***** 转股价不下修记录
| 燃气 | 上海 | 105.08 | AA- | 增强 | 59.33% | 13.73 | 25.49 | 0/15 | 30 | 110.00 | 61.30% | 61.30% | 36.55% | 27-11-01 | 2.58年 | 13.790 | 2191.61 | 4313.75 | 1.60% | 1.92% | 5.11% | 4.12% | 增强 | 29.21% ↓ | 13.790 | 13.768 | 113.30 | 剩余年限时间2.6年较长,转债占比非常巨大52%
短期偿债压力较小,长期偿债压力较大,25年11月面临回售,目前到期4.8%。 | ||||||||||
452 | | 118042 | 奥维转债 | 109.100 | -0.43% | -0.55% | -2.23% | 0.39% | 3.07% | -7.73% | 0.39% | 688516 | 奥特维 | 40.14 | -1.23% | -3.65% | -6.37% | -7.32% | -34.15% | -48.41% | -7.32% | 15.69% | 4.076 | -1.08 | -4.20 | 2.84 | 8.47 | 41.77% | 5.68% | 3.06 | 3.15 | 32.36% | 68.35% | - | 116.95 | 126.46 | 63.02 | 78.05% | 12.56 | 76.10% | 86.58 | 46.36 | 0.000 | - | 135.32% | 5.88% | 244.42 | 暂不 2025-06-18 重新计*** 转股价不下修记录
| 光伏加工设备 | 江苏 | 103.04 | AA- | 增强 | 57.86% | 60.61 | 112.55 | 0/15 | 30 | 115.00 | 9.70% | 9.00% | 38.89% | 29-08-10 | 4.36年 | 11.400 | 752.81 | 9494.90 | 0.61% | 0.81% | 2.19% | 1.39% | 增强 | 50.81% ↓ | 11.400 | 12.437 | 119.70 | - | ||||||||||
453 #### 裕兴转债
一句话总结:
```
剩余年限时间3.35年较长,转债占比30% 比较大 到期收益6.2% 收益不错
短期偿债压力较小,长期偿债压力要看业绩,可以拿到期利息 或者博弈回售和强赎
建议95买入少量
```
转债名称: 裕兴转债
主板类型: 创业板(20%)
到期赎回价 115
建议买入价格: 95.2 现价98
溢价率:92%
转债规模: 6亿 (规模较大)
概念:光伏膜材料
剩余年限: 3.35年 拿到期利息
转债占比: 30% (巨大)
转债历史最低价格:最低 2024-07-24到达过84 恐慌的市值低价债非常可怕
转债历史最高价格: 2022-08-12到达过150.100
转债10大持有人合计:39%
债券等级: AA-
下修历史: 无下修过历史 2025-04-11重新计算
下修限制: PB 0.966 不能低于每股净资产 无法下修到底
正股市值:24亿 (市值较小,正股波动性较好)
近5年净利润情况:
```
前几年每年挣差不多1亿元 近2年盈利很差,24年三季度损失1.64亿
```
有无退市风险: 没有,每年营收差不多大于6亿。
近几年经营现金流: 近3年,每年基本都为-1.5亿,非常差
公司现金:
```
货币资金4.15亿 其它流动资产3.5亿 => 合计7.6亿元
应收账款1.38亿 + 应收票据1.6亿
短期借款 2.72亿 应付账款1.54亿 一年内到期非流动负债0.4亿
长期借款1亿 应付债券5.76亿元
短期偿债没问题,长期看可能也没问题
```
资产负债率: 34.6% (非常棒,小于60%)
大股东情况: 持有比例18%
股权质押:无
公司行业: 光伏膜材料 下行周期
其它特殊情况:
缺点:长期债务压力巨大,转债占比较高,无法破净下修,当前PB=0.82 | | 123144 | 裕兴转债 | 104.600 | 0.40% | 0.15% | -0.48% | 1.85% | 11.19% | 0.53% | 1.85% | 300305 | 裕兴股份 | 5.50 | 0.73% | -2.14% | -3.17% | 0.92% | -18.15% | -26.45% | 0.92% | 20.18% | 2.766 | -0.45 | -2.78 | 0.83 | -9.84 | 0.46% | 0.26% | -1.00 | 2.70 | 28.61% | 34.62% | - | 17.68 | 20.65 | 16.86 | -9.67% | 0.09 | -93.72% | 12.49 | 44.04 | 0.000 | - | 137.54% | -3.87% | 242.14 | 暂不 2025-04-11 重新计*** 转股价不下修记录
| 膜材料 | 江苏 | 108.81 | AA- | 增强 | 58.59% | 8.74 | 16.24 | 0/15 | 30 | 115.00 | 33.90% | 29.00% | 49.77% | 28-04-11 | 3.02年 | 5.997 | 776.15 | 2262.07 | 1.24% | 1.29% | 4.62% | 3.43% | 增强 | 39.13% ↑ | 5.997 | 6.273 | 119.50 | #### 裕兴转债
一句话总结:
```
剩余年限时间3.35年较长,转债占比30% 比较大 到期收益6.2% 收益不错
短期偿债压力较小,长期偿债压力要看业绩,可以拿到期利息 或者博弈回售和强赎
建议95买入少量
```
转债名称: 裕兴转债
主板类型: 创业板(20%)
到期赎回价 115
建议买入价格: 95.2 现价98
溢价率:92%
转债规模: 6亿 (规模较大)
概念:光伏膜材料
剩余年限: 3.35年 拿到期利息
转债占比: 30% (巨大)
转债历史最低价格:最低 2024-07-24到达过84 恐慌的市值低价债非常可怕
转债历史最高价格: 2022-08-12到达过150.100
转债10大持有人合计:39%
债券等级: AA-
下修历史: 无下修过历史 2025-04-11重新计算
下修限制: PB 0.966 不能低于每股净资产 无法下修到底
正股市值:24亿 (市值较小,正股波动性较好)
近5年净利润情况:
```
前几年每年挣差不多1亿元 近2年盈利很差,24年三季度损失1.64亿
```
有无退市风险: 没有,每年营收差不多大于6亿。
近几年经营现金流: 近3年,每年基本都为-1.5亿,非常差
公司现金:
```
货币资金4.15亿 其它流动资产3.5亿 => 合计7.6亿元
应收账款1.38亿 + 应收票据1.6亿
短期借款 2.72亿 应付账款1.54亿 一年内到期非流动负债0.4亿
长期借款1亿 应付债券5.76亿元
短期偿债没问题,长期看可能也没问题
```
资产负债率: 34.6% (非常棒,小于60%)
大股东情况: 持有比例18%
股权质押:无
公司行业: 光伏膜材料 下行周期
其它特殊情况:
缺点:长期债务压力巨大,转债占比较高,无法破净下修,当前PB=0.82 | ||||||||||
454 数据假的要修改 最低价93 防守非常好 规模4.4亿规模中等。
下修无限制,每次都是3个月不下修 2025-03-21重新计算
科创板 医药生物-医疗器械-医疗耗材
公司2024年预估盈利0.73亿&&营业收入为5.57亿 ,公司21-24年利润为1.7, 0.88, 0.35, 0.73。每年营业收入都大于4.73亿,每年的经营现金流大约为1亿不错
1:剩余的转债规模4.4亿约等于最近4年多的公司净利润
2:当前价格107.42 到期赎回价110 2028-06-28 剩余年限3.27
3:流通市值为26.7亿元,自由流通市值为11.3亿元(非常小)
4:实控人股份占比42%不错。
5:从净利润和营业收入来看暂无退市风险。今年利润不错
6:质押:无 公司目前处于中估状态,业绩不错
7:公司流动资产7.65亿
4.8亿货币资金(不包括应收账款和票据1.37亿)
到期收益:2%
流动负债总计 0.84亿(包含短期负债0 + 应付账款和票据0.28亿)
非流动负债总计: 3.78亿(包含长期借款0亿+ 应付债券3.54亿)
公司在回购并且董事长在增持
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很小,公司现金流不错。转债规模4.4亿不错,公司下修无限制,公司在观望下修,可能短期不会下修。但公司绝对安全, 绝对
不会想还钱,或强赎,或下修,或到期还钱 或负溢价率转股。唯一缺点是剩余3.27年以及概念太少。 | | 123180 | 浙矿转债 | 110.127 | -0.05% | -0.08% | -1.83% | 3.80% | 6.71% | 5.96% | 3.80% | 300837 | 浙矿股份 | 21.96 | -0.14% | 0.05% | 0.92% | 8.93% | -9.63% | -12.85% | 8.93% | 12.99% | 3.699 | -0.71 | 0.06 | 1.56 | 35.48 | 8.24% | 1.37% | 70.79 | 14.26 | 17.05% | 36.64% | 18.40% | 15.50 | 21.96 | 5.48 | -21.13% | 1.07 | -42.64% | 48.19 | 45.57 | 0.000 | - | 141.67% | 5.47% | 251.80 | 暂不 2025-08-20 重新计**** 转股价不下修记录
| 能源及重型设备 | 浙江 | 104.42 | AA- | 增强 | 45.41% | 33.73 | 62.65 | 0/15 | 30 | 115.00 | 20.60% | 14.60% | 37.45% | 29-03-09 | 3.93年 | 3.199 | 329.15 | 2186.41 | 0.94% | 1.42% | 2.09% | 1.22% | 增强 | 26.35% ↓ | 3.199 | 3.523 | 119.30 | 数据假的要修改 最低价93 防守非常好 规模4.4亿规模中等。
下修无限制,每次都是3个月不下修 2025-03-21重新计算
科创板 医药生物-医疗器械-医疗耗材
公司2024年预估盈利0.73亿&&营业收入为5.57亿 ,公司21-24年利润为1.7, 0.88, 0.35, 0.73。每年营业收入都大于4.73亿,每年的经营现金流大约为1亿不错
1:剩余的转债规模4.4亿约等于最近4年多的公司净利润
2:当前价格107.42 到期赎回价110 2028-06-28 剩余年限3.27
3:流通市值为26.7亿元,自由流通市值为11.3亿元(非常小)
4:实控人股份占比42%不错。
5:从净利润和营业收入来看暂无退市风险。今年利润不错
6:质押:无 公司目前处于中估状态,业绩不错
7:公司流动资产7.65亿
4.8亿货币资金(不包括应收账款和票据1.37亿)
到期收益:2%
流动负债总计 0.84亿(包含短期负债0 + 应付账款和票据0.28亿)
非流动负债总计: 3.78亿(包含长期借款0亿+ 应付债券3.54亿)
公司在回购并且董事长在增持
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很小,公司现金流不错。转债规模4.4亿不错,公司下修无限制,公司在观望下修,可能短期不会下修。但公司绝对安全, 绝对
不会想还钱,或强赎,或下修,或到期还钱 或负溢价率转股。唯一缺点是剩余3.27年以及概念太少。 | ||||||||||
455 | | 118018 | 瑞科转债 | 107.919 | -0.49% | -0.50% | -0.56% | 7.48% | 11.99% | 6.94% | 7.48% | 688323 | 瑞华泰 | 13.75 | -2.00% | -2.90% | -19.45% | 11.88% | -5.82% | -4.05% | 11.88% | 23.75% | 3.194 | -0.85 | -9.59 | 2.62 | -42.97 | -1.93% | 0.00% | -1.00 | 25.45 | 57.88% | 63.22% | - | 24.75 | 24.75 | 2.76 | -8.55% | -0.20 | -150.43% | 30.91 | 44.48 | 0.000 | - | 142.60% | 22.37% | 250.52 | 暂不 2025-07-04 重新计***** 转股价不下修记录
| 膜材料 | 广东 | 88.19 | A | 增强 | 63.06% | 21.64 | 40.18 | 0/15 | 30 | 110.00 | 17.40% | 17.40% | 15.97% | 28-08-18 | 3.38年 | 4.300 | 732.34 | 2047.65 | 1.58% | 0.82% | 1.64% | 0.88% | 增强 | 58.83% ↓ | 4.300 | 4.641 | 113.90 | - | ||||||||||
456 #### 嘉元转债
一句话总结:
```javascript
转债剩余年限2.22年时间还长,9.78亿规模非常大 转债占比: 14.2%
公司可能不着急解决转债问题,头铁一直不下修,2025-04-09重新计算下修
下修无限制 目前到期收益为4.93%
转债占比: 14% 非常小
现价107.23 建议当前价格买入少量,最差拿到期收益4.9个点
最差拿固定利息,如果正股涨的话可以一起联动
短期偿债没问题 长期偿债压力也非常巨大, 大概率不想还钱的
```
转债名称: 嘉元转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 105 现价107.2
到期收益: 4.93%
溢价率: 179%
转债规模: 9.78亿
剩余年限: 2.22年
转债占比: 14.2%
行业和概念:锂电池
下修历史: 2024-07-11下修未到底 2024-12-11重新计算
下修限制: 无限制
转债历史最低价格:最低 2024-07-25到达过89 非常棒
转债历史最高价格: 2021-10-27到达过229
正股市值: 69亿 (市值较小,波动性较好)
债券等级: A+
股权质押:无
资产负债率: 43% (非常棒,小于60%)
有无退市风险: 没有,每年营收都大于20亿。
公司财务状况:
```
近5年净利润情况:
21和22年每年5亿 23年0.2亿 24年预估-2亿
近几年经营现金流:
24年三季度特别差-9亿 22年-5.4亿 其它年份基本为正 整体不是很好,不是很稳定
公司货币资金情况:
货币资金15亿 + 应收账款15.54亿(大部分一年以内的) + 其他流动资产3.8亿 =>
应收账款9.57亿 + 短期借款5亿 + 一年内到期的非流动负债2亿
长期借款23.6亿 应付债券9.86亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力也非常巨大, 大概率不想还钱的 另外锂电池行业目前处于下行周期
```
大股东情况: 家族企业 大股东持有比21% | | 118000 | 嘉元转债 | 114.553 | -0.22% | 0.39% | -0.39% | 5.50% | 16.45% | 7.33% | 5.50% | 688388 | 嘉元科技 | 19.60 | -0.71% | 3.81% | 5.26% | 33.06% | 40.30% | 19.78% | 33.06% | 13.17% | 1.817 | -0.03 | 1.49 | 1.20 | -39.60 | 0.26% | 0.08% | -1.00 | 29.77 | 36.11% | 43.28% | - | 83.54 | 83.54 | 49.69 | 7.06% | 0.19 | -96.34% | 41.88* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 46.80 | 0.000 | - | 144.77% | 7.14% | 259.32 | 至少还需3天12/15 | 30***** 转股价不下修记录
| 锂电池 | 广东 | 106.92 | A+ | 增强 | 62.45% | 29.32 | 54.44 | 0/15 | 30 | 115.00 | 11.70% | 11.70% | 31.31% | 27-02-23 | 1.89年 | 9.784 | 695.88 | 13166.24 | 0.62% | 1.58% | 1.37% | -0.26% | 增强 | 31.66% ↑ | 9.784 | 11.208 | 117.50 | #### 嘉元转债
一句话总结:
```javascript
转债剩余年限2.22年时间还长,9.78亿规模非常大 转债占比: 14.2%
公司可能不着急解决转债问题,头铁一直不下修,2025-04-09重新计算下修
下修无限制 目前到期收益为4.93%
转债占比: 14% 非常小
现价107.23 建议当前价格买入少量,最差拿到期收益4.9个点
最差拿固定利息,如果正股涨的话可以一起联动
短期偿债没问题 长期偿债压力也非常巨大, 大概率不想还钱的
```
转债名称: 嘉元转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 105 现价107.2
到期收益: 4.93%
溢价率: 179%
转债规模: 9.78亿
剩余年限: 2.22年
转债占比: 14.2%
行业和概念:锂电池
下修历史: 2024-07-11下修未到底 2024-12-11重新计算
下修限制: 无限制
转债历史最低价格:最低 2024-07-25到达过89 非常棒
转债历史最高价格: 2021-10-27到达过229
正股市值: 69亿 (市值较小,波动性较好)
债券等级: A+
股权质押:无
资产负债率: 43% (非常棒,小于60%)
有无退市风险: 没有,每年营收都大于20亿。
公司财务状况:
```
近5年净利润情况:
21和22年每年5亿 23年0.2亿 24年预估-2亿
近几年经营现金流:
24年三季度特别差-9亿 22年-5.4亿 其它年份基本为正 整体不是很好,不是很稳定
公司货币资金情况:
货币资金15亿 + 应收账款15.54亿(大部分一年以内的) + 其他流动资产3.8亿 =>
应收账款9.57亿 + 短期借款5亿 + 一年内到期的非流动负债2亿
长期借款23.6亿 应付债券9.86亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力也非常巨大, 大概率不想还钱的 另外锂电池行业目前处于下行周期
```
大股东情况: 家族企业 大股东持有比21% | ||||||||||
457 下修有限制 | | 128135 | 洽洽转债 | 115.102 | -0.01% | 0.14% | -0.22% | -0.77% | 1.52% | 1.53% | -0.77% | 002557 | 洽洽食品 | 26.60 | 0.80% | 0.08% | 2.19% | -7.47% | -17.80% | -19.06% | -7.47% | 5.76% | 1.496 | 0.00 | 0.59 | 2.42 | 15.96 | 14.76% | 3.77% | 0.76 | 11.17 | 29.77% | 39.27% | 3.56% | 134.27 | 134.56 | 68.06 | -1.13% | 8.03 | -17.77% | 56.91 | 46.74 | 0.000 | - | 146.26% | 1.69% | 261.36 | 暂不 2025-07-07 重新计* 转股价不下修记录
| 零食 | 安徽 | 113.19 | AA | 增强 | 34.27% | 39.84 | 73.98 | 0/15 | 30 | 115.00 | 10.00% | 10.00% | 36.29% | 26-10-20 | 1.55年 | 13.398 | 742.85 | 13521.26 | 0.48% | 1.01% | 0.96% | -0.95% | 增强 | 28.35% ↓ | 13.398 | 15.421 | 116.80 | 下修有限制 | ||||||||||
458 到期拿利息应该风险不是很大
转债10大持有人合计: 38%
债券等级: AA
下修历史: 2024-05-21下修过一次, 但是未到底。12月30日重新计算下修日子
下修限制: 0.65 (无法破净下修 )
正股市值:57亿 (市值较小,正股波动性较好)
大股东持有情况:
大股东合计持有24% 但是其股份质押了大约78%。属于非常危险
下修会导致股份稀释
分红历史: 近几年有过分红历史 原因大股东很缺钱
近5年净利润情况:
```
22年-3.7亿 23年-5.7亿 24年第三季度-2.2亿 净利润这3年非常差劲,但营业收入在增加。
2024年的时候一个子公司收到10亿元的政府投资,未来要在2026年.09.30日前上市, 估值50亿元,公司占比80%的股权
2024年大约7月份收到泰国公司要投资其下的一个子公司,要投资14亿,目前已到账7亿。未来还有7亿会陆续到账。估值22亿,但是这个公司没有上市计划。14亿到账后,公司在这个子公司占比59%股份
公司已经和转债10大持有人沟通过不会回售转债给公司,公司已经准备好了钱应对回售
有无退市风险: 没有,每年营收差不多40亿。
近几年经营现金流: 22年为-3.8亿 23为-5.7亿,24年预计为-3亿
公司现金情况:
货币资金24.84亿 其他流动资产1.5亿 应收账款11.86亿(11.6亿为一年以内的)
其他流动资产1.5亿 一年到期的非流动资产2.3亿
合计上面的流动资产: 24.8 + 1.5 + 11 + 1.5 + 2 = 40.8亿
短期借款 7亿 应付账款5.83亿(5.25亿为一年内) 应付票据0.2亿
合同负债0.55亿 职工薪酬1.3亿 一年内到期非流动负债5.4亿
应交税费0.4亿
一年内需要偿还的债务为: 7 + 5.3 + 0.2 + 0.6 + 1.3 + 5.4 + 0.4 = 20.2亿元
长期借款11.5亿 应付债券15.4亿元
长期应付款:12亿
商誉38.4亿,后续可以通过这个降低每股净资产
公司短期内,没有偿债压力,但是长期借款较多,债券肯定是不愿意还钱。
资产负债率: 42% (非常棒,小于60%)
公司行业: 医疗器械 | | 128108 | 蓝帆转债 | 100.929 | -0.02% | -0.24% | 0.80% | 1.77% | 10.01% | -0.42% | 1.77% | 002382 | 蓝帆医疗 | 5.05 | -0.59% | -1.56% | -4.36% | -1.56% | -11.09% | -14.98% | -1.56% | 18.80% | 1.038 | -0.06 | -2.13 | 0.58 | -11.37 | -5.66% | 0.00% | -1.00 | 4.72 | 33.99% | 41.28% | 18.20% | 50.48 | 50.86 | 49.27 | 0.54% | -5.68 | -52.66% | 12.50* 转股价下修1次,成功下修1次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 40.40 | 0.000 | - | 149.82% | -5.95% | 250.75 | 暂不 2025-04-14 重新计***** 转股价不下修记录
| 医疗耗材 | 山东 | 107.31 | AA | 增强 | 34.84% | 8.75 | 16.25 | 0/15 | 30 | 108.00 | 30.10% | 29.90% | 11.16% | 26-05-28 | 1.15年 | 15.205 | 1983.77 | 4232.23 | 1.29% | 0.84% | 7.73% | 6.01% | 增强 | 38.33% ↑ | 15.205 | 15.346 | 109.80 | 到期拿利息应该风险不是很大
转债10大持有人合计: 38%
债券等级: AA
下修历史: 2024-05-21下修过一次, 但是未到底。12月30日重新计算下修日子
下修限制: 0.65 (无法破净下修 )
正股市值:57亿 (市值较小,正股波动性较好)
大股东持有情况:
大股东合计持有24% 但是其股份质押了大约78%。属于非常危险
下修会导致股份稀释
分红历史: 近几年有过分红历史 原因大股东很缺钱
近5年净利润情况:
```
22年-3.7亿 23年-5.7亿 24年第三季度-2.2亿 净利润这3年非常差劲,但营业收入在增加。
2024年的时候一个子公司收到10亿元的政府投资,未来要在2026年.09.30日前上市, 估值50亿元,公司占比80%的股权
2024年大约7月份收到泰国公司要投资其下的一个子公司,要投资14亿,目前已到账7亿。未来还有7亿会陆续到账。估值22亿,但是这个公司没有上市计划。14亿到账后,公司在这个子公司占比59%股份
公司已经和转债10大持有人沟通过不会回售转债给公司,公司已经准备好了钱应对回售
有无退市风险: 没有,每年营收差不多40亿。
近几年经营现金流: 22年为-3.8亿 23为-5.7亿,24年预计为-3亿
公司现金情况:
货币资金24.84亿 其他流动资产1.5亿 应收账款11.86亿(11.6亿为一年以内的)
其他流动资产1.5亿 一年到期的非流动资产2.3亿
合计上面的流动资产: 24.8 + 1.5 + 11 + 1.5 + 2 = 40.8亿
短期借款 7亿 应付账款5.83亿(5.25亿为一年内) 应付票据0.2亿
合同负债0.55亿 职工薪酬1.3亿 一年内到期非流动负债5.4亿
应交税费0.4亿
一年内需要偿还的债务为: 7 + 5.3 + 0.2 + 0.6 + 1.3 + 5.4 + 0.4 = 20.2亿元
长期借款11.5亿 应付债券15.4亿元
长期应付款:12亿
商誉38.4亿,后续可以通过这个降低每股净资产
公司短期内,没有偿债压力,但是长期借款较多,债券肯定是不愿意还钱。
资产负债率: 42% (非常棒,小于60%)
公司行业: 医疗器械 | ||||||||||
459 公司货币资金将近40亿+ 应收款款19亿(16.5亿为一年以内的)
短期借款3.54亿 一年内到期的非流动负债7亿
长期借款28.6亿, 应付账款5亿
公司经营现金流非常好非常强,每年20亿,最近2年每年不足10亿
24年以前,每年净利润都在12亿以上,最近业绩变差,24年3季度8亿元
转债剩余规模16亿,公司肯定不太愿意还钱的
电话沟通过,公司其实满挣钱,寄希望于股价回暖要不就直接到期还钱 | | 123108 | 乐普转2 | 107.070 | -0.21% | -1.37% | -1.71% | -0.72% | 0.89% | 0.54% | -0.72% | 300003 | 乐普医疗 | 11.84 | -0.42% | 0.42% | -1.09% | 4.41% | -22.92% | -16.83% | 4.41% | 6.39% | 0.970 | -1.21 | 0.25 | 1.41 | 38.95 | 8.23% | 2.80% | 53.30 | 2.16 | 24.18% | 30.81% | 16.31% | 191.35 | 222.66 | 79.80 | -24.78% | 12.58 | -42.91% | 27.92 | 42.41 | 0.000 | - | 152.48% | 1.30% | 259.55 | 暂不 2025-08-26 重新计*** 转股价不下修记录
| 医疗耗材 | 北京 | 105.70 | AA+ | 增强 | 46.54% | 19.54 | 36.30 | 0/15 | 30 | 107.80 | 8.60% | 7.40% | 28.26% | 26-03-30 | 0.99年 | 16.377 | 1117.35 | 20908.25 | 0.64% | 1.09% | 0.69% | -0.79% | 增强 | 30.56% ↓ | 16.377 | 17.535 | 107.80 | 公司货币资金将近40亿+ 应收款款19亿(16.5亿为一年以内的)
短期借款3.54亿 一年内到期的非流动负债7亿
长期借款28.6亿, 应付账款5亿
公司经营现金流非常好非常强,每年20亿,最近2年每年不足10亿
24年以前,每年净利润都在12亿以上,最近业绩变差,24年3季度8亿元
转债剩余规模16亿,公司肯定不太愿意还钱的
电话沟通过,公司其实满挣钱,寄希望于股价回暖要不就直接到期还钱 | ||||||||||
460 下修无限制 | | 123179 | 立高转债 | 111.396 | -0.27% | -0.85% | -2.18% | 1.81% | 9.44% | 9.16% | 1.81% | 300973 | 立高食品 | 41.67 | 0.41% | -1.35% | -1.28% | 6.76% | 5.29% | 17.76% | 6.76% | 11.97% | 3.701 | -1.45 | -2.09 | 2.78 | 42.13 | 3.24% | 1.20% | 27.18 | 27.07 | 28.17% | 36.69% | 1.52% | 47.43 | 70.56 | 34.99 | 20.22% | 0.73 | -49.21% | 95.82 | 43.49 | 0.000 | - | 156.15% | 6.39% | 267.55 | 暂不 2025-09-15 重新计***** 转股价不下修记录
| 烘焙食品 | 广东 | 104.71 | AA- | 增强 | 53.75% | 67.07 | 124.57 | 0/15 | 30 | 115.00 | 20.00% | 13.50% | 56.23% | 29-03-07 | 3.93年 | 9.500 | 974.92 | 5667.74 | 0.92% | 1.19% | 1.86% | 0.98% | 增强 | 36.90% ↓ | 9.500 | 10.583 | 119.60 | 下修无限制 | ||||||||||
461 98.2 (2024-9-11) 防守很强 规模5.29亿规模中等。
下修有限制 从未下修过,每次都是6个月不下修 2025-07-01重新计算
PB=4.3
分析时间为:2025-3-28 数据基于最新的第三季度报
创业板 厨房电器
21-24净利润: 3.8 3.15 2.47 0.15
21-24现金流: 每年基本都是大于2.5亿 不错
21-24营业收入: 都大于21亿
总结: 业绩在迅速的恶化下降的非常严重,但暂无退市风险
1:剩余的转债规模5.29亿约等于最近3年多的公司净利润
2:当前价格111.89 到期赎回价115 2028-08-05 剩余年限3.36
3:流通市值为44亿元,自由流通市值为22亿元(中等)
4:实控人股份占比62%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:13.23%质押 大股东质押了其30%股份 公司目前处于高估状态
7:公司流动资产: 8.6亿货币资金(不包括应收账款和票据0.86亿) => 12
到期收益:2%
流动负债总计 4.3亿(包含短期负债0.6 + 应付账款和票据1.82亿)
非流动负债总计: 5.67亿(包含长期借款0亿+ 应付债券4.86亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史高位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等5.29亿,公司头铁一直不下修,剩余年限3.36年很长。2025-07-01重新计算。建议买入107.2买入至少到期3% 哪怕公司还钱不用怕啥 | | 123154 | 火星转债 | 111.487 | -0.47% | -1.11% | -2.02% | 1.78% | 6.65% | 8.10% | 1.78% | 300894 | 火星人 | 14.14 | -2.75% | -6.17% | -12.17% | 3.21% | -18.74% | 5.79% | 3.21% | 11.65% | 3.133 | -1.14 | -8.92 | 4.06 | 78.56 | 15.20% | 4.26% | 78.66 | 22.38 | 25.57% | 41.26% | 13.23% | 41.58 | 57.65 | 21.39 | -6.03% | 2.47 | -21.39% | 32.95 | 42.91 | 0.000 | - | 159.79% | 3.83% | 271.28 | 暂不 2025-07-01 重新计***** 转股价不下修记录
| 厨房电器 | 浙江 | 107.37 | AA- | 增强 | 70.22% | 23.07 | 42.84 | 0/15 | 30 | 115.00 | 12.70% | 9.20% | 52.21% | 28-08-05 | 3.34年 | 5.289 | 434.95 | 8994.74 | 0.74% | 2.14% | 2.14% | 1.11% | 增强 | 45.07% ↓ | 5.289 | 5.897 | 119.50 | 98.2 (2024-9-11) 防守很强 规模5.29亿规模中等。
下修有限制 从未下修过,每次都是6个月不下修 2025-07-01重新计算
PB=4.3
分析时间为:2025-3-28 数据基于最新的第三季度报
创业板 厨房电器
21-24净利润: 3.8 3.15 2.47 0.15
21-24现金流: 每年基本都是大于2.5亿 不错
21-24营业收入: 都大于21亿
总结: 业绩在迅速的恶化下降的非常严重,但暂无退市风险
1:剩余的转债规模5.29亿约等于最近3年多的公司净利润
2:当前价格111.89 到期赎回价115 2028-08-05 剩余年限3.36
3:流通市值为44亿元,自由流通市值为22亿元(中等)
4:实控人股份占比62%非常好。
5:从净利润和营业收入来看暂无退市风险。
6:质押:13.23%质押 大股东质押了其30%股份 公司目前处于高估状态
7:公司流动资产: 8.6亿货币资金(不包括应收账款和票据0.86亿) => 12
到期收益:2%
流动负债总计 4.3亿(包含短期负债0.6 + 应付账款和票据1.82亿)
非流动负债总计: 5.67亿(包含长期借款0亿+ 应付债券4.86亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于历史高位,公司短期和长期偿债压力很小,公司有充足的现金流。转债规模中等5.29亿,公司头铁一直不下修,剩余年限3.36年很长。2025-07-01重新计算。建议买入107.2买入至少到期3% 哪怕公司还钱不用怕啥 | ||||||||||
462 下修有限制
到期收益率2% 转债规模40亿
剩余年限3.4年 | | 113059 | 福莱转债 | 110.898 | 0.02% | -0.01% | -0.81% | 1.46% | 5.91% | -1.10% | 1.46% | 601865 | 福莱特 | 17.50 | -2.07% | -10.12% | -17.02% | -11.12% | -20.84% | -36.47% | -11.12% | 13.44% | 2.952 | -0.37 | -10.50 | 1.89 | 40.42 | 15.49% | 1.37% | 53.32 | 2.84 | 39.74% | 49.24% | 0.09% | 332.51 | 410.01 | 215.24 | 39.21% | 27.60 | 30.00% | 41.71 转股价下修1次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 41.96 | 0.000 | - | 164.32% | 2.09% | 275.22 | 暂不 2026-02-28 重新计**** 转股价不下修记录
| 光伏辅材 | 浙江 | 108.63 | AA | 增强 | 52.02% | 29.20 | 54.22 | 0/15 | 30 | 112.00 | 12.00% | 9.80% | 37.75% | 28-05-20 | 3.13年 | 39.999 | 1740.04 | 18437.13 | 0.39% | 0.55% | 1.57% | 0.62% | 增强 | 25.38% ↓ | 39.999 | 44.358 | 116.30 | 下修有限制
到期收益率2% 转债规模40亿
剩余年限3.4年 | ||||||||||
463 最低价:100.683 (2023-12-26) 防守很强 规模17.8亿超大。
下修无限制 从未下修过 2025-07-01
这笔钱很重要,相当于公司最近3年的净利润,但是公司实际控制人是北京市政府 | | 127025 | 冀东转债 | 105.000 | 0.23% | 0.26% | -0.89% | -0.19% | 1.34% | 2.59% | -0.19% | 000401 | 冀东水泥 | 5.10 | 2.20% | 2.20% | 4.51% | -2.49% | -9.73% | -10.37% | -2.49% | 3.53% | 1.532 | -0.24 | 1.74 | 0.49 | -12.32 | -5.09% | 0.00% | -1.00 | 2.21 | 41.26% | 50.67% | - | 81.19 | 135.57 | 282.35 | -18.26% | -14.98 | -210.36% | 13.11 | 38.90 | 0.000 | - | 169.91% | 0.70% | 274.91 | 暂不 2025-07-01 重新计*** 转股价不下修记录
| 水泥制造 | 河北 | 104.27 | AAA | 增强 | 33.09% | 9.18 | 17.04 | 0/15 | 30 | 106.00 | 21.90% | 13.10% | 11.78% | 26-11-05 | 1.59年 | 17.764 | 1397.26 | 7674.03 | 0.75% | 0.95% | 1.51% | 0.60% | 增强 | 29.36% ↑ | 17.764 | 18.652 | 107.50 | 最低价:100.683 (2023-12-26) 防守很强 规模17.8亿超大。
下修无限制 从未下修过 2025-07-01
这笔钱很重要,相当于公司最近3年的净利润,但是公司实际控制人是北京市政府 | ||||||||||
464 下修无限制 | | 118005 | 天奈转债 | 111.805 | -0.55% | 0.24% | -2.00% | 4.69% | 11.81% | 10.22% | 4.69% | 688116 | 天奈科技 | 42.56 | -2.34% | -1.37% | -13.37% | 9.66% | 30.31% | 86.32% | 9.66% | 14.41% | 2.709 | -0.53 | -5.82 | 5.22 | 60.28 | 11.62% | 0.70% | 50.83 | 39.35 | 32.06% | 43.14% | - | 146.72 | 146.72 | 14.04 | -23.75% | 2.97 | -29.96% | 103.18 | 41.25 | 0.000 | - | 171.05% | 7.55% | 282.86 | 暂不 2025-06-14 重新计***** 转股价不下修记录
| 电池化学品 | 江苏 | 103.96 | AA- | 增强 | 64.81% | 72.23 | 134.13 | 0/15 | 30 | 110.00 | 5.70% | 5.70% | 42.84% | 28-01-27 | 2.82年 | 8.299 | 1009.43 | 29928.19 | 1.09% | 2.02% | 0.48% | -0.38% | 增强 | 32.47% ↓ | 8.299 | 9.279 | 113.30 | 下修无限制 | ||||||||||
465 | | 123072 | 乐歌转债 | 127.180 | 0.29% | -0.29% | -1.64% | 0.22% | 0.56% | 4.60% | 0.22% | 300729 | 乐歌股份 | 14.67 | -5.11% | -5.60% | -14.91% | -7.62% | -19.84% | -19.38% | -7.62% | 13.08% | 1.530 | -0.60 | -8.48 | 1.58 | 20.96 | 23.15% | 2.50% | 26.97 | 7.58 | 45.40% | 64.57% | 10.83% | 43.52 | 50.07 | 39.02 | 21.61% | 6.34 | 189.72% | 33.23 | 44.15 | 0.000 | - | 188.08% | 11.18% | 315.26 | 暂不 2025-05-08 重新计***** 转股价不下修记录
| 其他家居用品 | 浙江 | 114.39 | A+ | 增强 | 41.23% | 23.26 | 43.20 | 0/15 | 30 | 120.00 | 3.30% | 2.80% | 20.32% | 26-10-21 | 1.55年 | 1.418 | 1362.77 | 15320.66 | 7.58% | 3.49% | -1.91% | -4.37% | 增强 | 30.78% ↑ | 1.418 | 1.803 | 123.50 | - | ||||||||||
466 85.070 (2024-08-22) 防守不差的 规模7亿规模中等。
下修无限制 没有下修过,2025-05-27重新计算
科创 基础化工-化学制品-其他化学制品
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 2.75 3.88 8.78
2022年 1.98 -0.32 8.54
2023年 1.53 -0.97 9.72
2024年 0.74 预估0.7 7.79
1:剩余的转债规模7亿约等于最近4年多的公司净利润
2:当前价格107.4 到期赎回价115 2029-03-08 剩余年限3.96
3:流通市值为26亿元,自由流通市值为14.3亿元(非常小)
4:实控人股份占比34.7%不错。
5:从净利润和营业收入来看暂无退市风险。但现金流持续变差
6:质押:1.4% 质押没啥 公司目前处于低估状态
7:公司流动资产: 8.8亿货币资金(不包括应收账款和票据1.68亿) => 14.63
到期收益:2.8%
流动负债总计 4.72亿(包含短期负债0.37 + 应付账款和票据3.45亿)
非流动负债总计: 6.8亿(包含长期借款0.18亿+ 应付债券6.28亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于低位,公司短期和长期偿债压力很小,公司现金流很差。转债规模7亿较大,公司不想还钱在观望所以不下修,剩余年限3.96年很长。 建议103可重仓, 这个时候到期都3.8,目前到期2.8%,一旦下修和公司业绩变好可能获得不错的收益 | | 118032 | 建龙转债 | 107.146 | -0.49% | -1.16% | -2.14% | 2.73% | 11.17% | 4.32% | 2.73% | 688357 | 建龙微纳 | 25.80 | -1.83% | -3.84% | 3.95% | 17.65% | -11.27% | -21.26% | 17.65% | 13.93% | 3.661 | -1.42 | -4.66 | 1.42 | 40.63 | 9.06% | 1.94% | 79.02 | 13.96 | 27.37% | 38.85% | - | 25.82 | 25.82 | 9.72 | 13.87% | 1.53 | -22.65% | 71.91 | 35.88 | 0.000 | - | 198.64% | 2.41% | 305.79 | 暂不 2025-05-27 重新计***** 转股价不下修记录
| 其他化学制品 | 河南 | 104.62 | AA- | 增强 | 46.79% | 50.34 | 93.48 | 0/15 | 30 | 115.00 | 27.10% | 27.10% | 47.43% | 29-03-08 | 3.93年 | 7.000 | 1065.60 | 2030.57 | 1.42% | 0.79% | 2.87% | 1.98% | 增强 | 36.77% ↓ | 7.000 | 7.500 | 119.50 | 85.070 (2024-08-22) 防守不差的 规模7亿规模中等。
下修无限制 没有下修过,2025-05-27重新计算
科创 基础化工-化学制品-其他化学制品
年份 归母净利润 (亿) 经营现金流 (亿) 营业收入 (亿)
2021年 2.75 3.88 8.78
2022年 1.98 -0.32 8.54
2023年 1.53 -0.97 9.72
2024年 0.74 预估0.7 7.79
1:剩余的转债规模7亿约等于最近4年多的公司净利润
2:当前价格107.4 到期赎回价115 2029-03-08 剩余年限3.96
3:流通市值为26亿元,自由流通市值为14.3亿元(非常小)
4:实控人股份占比34.7%不错。
5:从净利润和营业收入来看暂无退市风险。但现金流持续变差
6:质押:1.4% 质押没啥 公司目前处于低估状态
7:公司流动资产: 8.8亿货币资金(不包括应收账款和票据1.68亿) => 14.63
到期收益:2.8%
流动负债总计 4.72亿(包含短期负债0.37 + 应付账款和票据3.45亿)
非流动负债总计: 6.8亿(包含长期借款0.18亿+ 应付债券6.28亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于低位,公司短期和长期偿债压力很小,公司现金流很差。转债规模7亿较大,公司不想还钱在观望所以不下修,剩余年限3.96年很长。 建议103可重仓, 这个时候到期都3.8,目前到期2.8%,一旦下修和公司业绩变好可能获得不错的收益 | ||||||||||
467 #### 正川转债(xx)
一句话总结:
```javascript
转债剩余年限2.39年时间还长,4亿规模较小
公司可能不着急解决转债问题,头铁一直不下修,2025-04-09重新计算下修
下修无限制 目前到期收益为3.2%
转债占比: 14% 非常小
现价110.7 建议至少108的价格或者109介入,最差拿到期收益4个点
最差拿固定利息,如果正股涨的话可以一起联动
```
转债名称: 正川转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 110 现价110.7
溢价率: 179%
转债规模: 4亿
剩余年限: 2.39年
转债占比: 14.7%
行业和概念:医疗耗材
下修历史: 长期未下修 2025-04-9重新计算
下修限制: 无限制
转债历史最低价格:最低 2024-08-23到达过100.4 非常棒
转债历史最高价格: 2022-1-10到达过117.25
正股市值:27.6亿 (市值较小,波动性较好)
转债10大持有人合计:37%
债券等级: A+
股权质押:无
资产负债率: 38% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于5亿。
公司财务状况:
```
近5年净利润情况:
每年盈利大约0.5亿
近几年经营现金流:
每年基本都为0.6亿以上,说明造血能力不错
公司货币资金情况:
货币资金3.93亿 + 应收账款1.82亿(大部分是一年内的) => 合计5.75亿元
应收账款1.13亿 + 应收票据1.45亿 + 一年内到期的非流动负债0.26亿
= 2.87亿元
应付债券4.27亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力得看公司业绩情况, 大概率不想还钱的
```
大股东情况: 家族企业 大股东持有比44% | | 113624 | 正川转债 | 117.812 | 0.08% | 0.67% | 1.55% | 5.00% | 8.36% | 9.43% | 5.00% | 603976 | 正川股份 | 17.90 | 0.85% | -0.50% | 3.59% | 10.49% | 4.07% | 11.79% | 10.49% | 8.74% | 1.974 | 0.94 | 1.95 | 2.22 | 52.96 | 3.36% | 1.12% | 55.84 | 17.26 | 25.89% | 38.18% | - | 27.07 | 27.07 | 9.01 | 13.12% | 0.40 | -37.83% | 46.02 | 38.90 | 0.000 | - | 202.89% | 9.43% | 320.70 | 暂不 2025-04-09 重新计***** 转股价不下修记录
| 医疗耗材 | 重庆 | 107.66 | A+ | 增强 | 40.47% | 32.21 | 59.83 | 0/15 | 30 | 115.00 | 15.00% | 15.00% | 23.70% | 27-04-28 | 2.07年 | 4.049 | 628.03 | 2390.95 | 1.32% | 0.89% | 0.58% | -1.03% | 增强 | 37.06% ↑ | 4.049 | 4.770 | 119.20 | #### 正川转债(xx)
一句话总结:
```javascript
转债剩余年限2.39年时间还长,4亿规模较小
公司可能不着急解决转债问题,头铁一直不下修,2025-04-09重新计算下修
下修无限制 目前到期收益为3.2%
转债占比: 14% 非常小
现价110.7 建议至少108的价格或者109介入,最差拿到期收益4个点
最差拿固定利息,如果正股涨的话可以一起联动
```
转债名称: 正川转债
主板类型: 沪主板(10%)
到期赎回价 115
建议买入价格: 110 现价110.7
溢价率: 179%
转债规模: 4亿
剩余年限: 2.39年
转债占比: 14.7%
行业和概念:医疗耗材
下修历史: 长期未下修 2025-04-9重新计算
下修限制: 无限制
转债历史最低价格:最低 2024-08-23到达过100.4 非常棒
转债历史最高价格: 2022-1-10到达过117.25
正股市值:27.6亿 (市值较小,波动性较好)
转债10大持有人合计:37%
债券等级: A+
股权质押:无
资产负债率: 38% (非常棒,小于60%)
有无退市风险: 没有,每年营收差不多大于5亿。
公司财务状况:
```
近5年净利润情况:
每年盈利大约0.5亿
近几年经营现金流:
每年基本都为0.6亿以上,说明造血能力不错
公司货币资金情况:
货币资金3.93亿 + 应收账款1.82亿(大部分是一年内的) => 合计5.75亿元
应收账款1.13亿 + 应收票据1.45亿 + 一年内到期的非流动负债0.26亿
= 2.87亿元
应付债券4.27亿元
总结公司财务状况:
短期偿债没问题 长期偿债压力得看公司业绩情况, 大概率不想还钱的
```
大股东情况: 家族企业 大股东持有比44% | ||||||||||
468 95.939 (2024-07-24) 防守非常好 规模8亿规模中等。
下修无限制 没有下修过,2025-03-26 重新计算 剩余年限3.27年
沪主板 基础化工-化学制品-其他化学制品
21-24净利润: 5.3 2.9 1.6 1
21-24现金流: 现金流每年至少大于2亿
21-24营业收入: 每年都大于35亿
分析时间为:2025-3-30 数据基于最新的第三季度报
1:剩余的转债规模8亿约等于最近3年多的公司净利润
2:当前价格110 到期赎回价115 2029-03-08 剩余年限3.27
3:流通市值为34亿元,自由流通市值为18亿元(中等)
4:实控人股份占比40%不错。
5:从净利润和营业收入来看暂无退市风险。但经营持续变差
6:质押:无质押 公司目前处于中估状态
7:公司流动资产: 12.4亿货币资金(不包括应收账款和票据28亿) => 48.7
到期收益:2.6%
流动负债总计 22亿(包含短期负债11.5 + 应付账款和票据6.6亿)
非流动负债总计: 9.57亿(包含长期借款0+ 应付债券7.26亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流一般。转债规模8亿较大,公司绝对不想还钱的,剩余年限3.27年很长。 建议107.8进军, 这个时候到期都3%,目前到期2.5%,一旦下修和公司业绩变好可能获得不错的收益 | | 113650 | 博22转债 | 109.746 | -0.18% | -0.25% | -2.05% | 0.04% | 8.47% | 4.73% | 0.04% | 603916 | 苏博特 | 7.87 | 1.03% | -1.13% | 1.03% | 5.50% | -7.85% | -8.11% | 5.50% | 10.76% | 3.026 | -1.41 | 0.18 | 0.80 | 40.99 | 3.82% | 1.91% | 93.54 | 8.19 | 28.08% | 39.76% | - | 33.08 | 34.05 | 35.82 | -3.58% | 1.60 | -44.32% | 23.00 | 34.22 | 0.000 | - | 220.73% | 1.80% | 330.48 | 至少还需8天7/15 | 30***** 转股价不下修记录
| 其他化学制品 | 江苏 | 107.81 | AA- | 增强 | 37.46% | 16.10 | 29.90 | 0/15 | 30 | 115.00 | 24.20% | 23.50% | 43.80% | 28-07-01 | 3.25年 | 7.998 | 996.93 | 3156.07 | 1.14% | 0.96% | 2.72% | 1.64% | 增强 | 49.31% ↑ | 7.998 | 8.777 | 119.50 | 95.939 (2024-07-24) 防守非常好 规模8亿规模中等。
下修无限制 没有下修过,2025-03-26 重新计算 剩余年限3.27年
沪主板 基础化工-化学制品-其他化学制品
21-24净利润: 5.3 2.9 1.6 1
21-24现金流: 现金流每年至少大于2亿
21-24营业收入: 每年都大于35亿
分析时间为:2025-3-30 数据基于最新的第三季度报
1:剩余的转债规模8亿约等于最近3年多的公司净利润
2:当前价格110 到期赎回价115 2029-03-08 剩余年限3.27
3:流通市值为34亿元,自由流通市值为18亿元(中等)
4:实控人股份占比40%不错。
5:从净利润和营业收入来看暂无退市风险。但经营持续变差
6:质押:无质押 公司目前处于中估状态
7:公司流动资产: 12.4亿货币资金(不包括应收账款和票据28亿) => 48.7
到期收益:2.6%
流动负债总计 22亿(包含短期负债11.5 + 应付账款和票据6.6亿)
非流动负债总计: 9.57亿(包含长期借款0+ 应付债券7.26亿)
总结: 公司近几年近业绩持续变差,目前公司市值估值处于中位,公司短期和长期偿债压力很大,公司现金流一般。转债规模8亿较大,公司绝对不想还钱的,剩余年限3.27年很长。 建议107.8进军, 这个时候到期都3%,目前到期2.5%,一旦下修和公司业绩变好可能获得不错的收益 | ||||||||||
469 95.193 (2024-08-22) 防守非常好 32.5亿规模。
下修无限制 没有下修过,2025-07-23 重新计算
科创 电力设备-电池-电池化学品
每年经营收入都大于40亿, 无退市风险。
21到24年净利润分别为7 14.9 -1.24 -5.5亿
总结:业绩在持续变差而且非常不稳定。做电池材料的。
现金流21到24年分别为-6.3 3 1 -5.6。非常的差,挣得很多是白条
1:剩余的转债规模32亿约等于最近5年多的公司净利润
2:当前价格105.3 到期赎回价110 2028-10-11 剩余年限 3.545
3:流通市值为100亿元,自由流通市值为60亿元(非常大)
4:国务院占比39% 目前到期收益2.4% 搞不好真的还钱。
5:从净利润和营业收入来看暂无退市风险。但经营持续变差
6:质押:无质押 公司目前处于中估状态
7:公司有28个亿货币资金,短期和长期负债少,能还的钱但大概率不愿意还钱。而且还是国企。规模还大暂时不考虑了 | | 118022 | 锂科转债 | 105.139 | -0.14% | -0.12% | -0.34% | 2.28% | 5.12% | 5.79% | 2.28% | 688779 | 五矿新能 | 5.04 | -0.79% | -3.08% | -5.26% | -5.26% | -24.89% | -14.72% | -5.26% | 7.57% | 3.298 | -0.29 | -3.15 | 1.32 | -23.55 | -1.58% | 0.00% | -1.00 | 16.23 | 30.03% | 43.09% | - | 97.23 | 97.23 | 107.29 | -40.31% | -1.24 | -108.36% | 15.53 | 32.45 | 0.000 | - | 223.97% | -0.48% | 329.11 | 暂不 2025-07-23 重新计**** 转股价不下修记录
| 电池化学品 | 湖南 | 105.65 | AA | 增强 | 43.66% | 10.87 | 20.19 | 0/15 | 30 | 110.00 | 33.40% | 33.40% | 21.84% | 28-10-11 | 3.53年 | 32.497 | 2192.52 | 5664.33 | 0.64% | 0.58% | 2.45% | 1.69% | 增强 | 23.21% ↓ | 32.497 | 34.167 | 114.30 | 95.193 (2024-08-22) 防守非常好 32.5亿规模。
下修无限制 没有下修过,2025-07-23 重新计算
科创 电力设备-电池-电池化学品
每年经营收入都大于40亿, 无退市风险。
21到24年净利润分别为7 14.9 -1.24 -5.5亿
总结:业绩在持续变差而且非常不稳定。做电池材料的。
现金流21到24年分别为-6.3 3 1 -5.6。非常的差,挣得很多是白条
1:剩余的转债规模32亿约等于最近5年多的公司净利润
2:当前价格105.3 到期赎回价110 2028-10-11 剩余年限 3.545
3:流通市值为100亿元,自由流通市值为60亿元(非常大)
4:国务院占比39% 目前到期收益2.4% 搞不好真的还钱。
5:从净利润和营业收入来看暂无退市风险。但经营持续变差
6:质押:无质押 公司目前处于中估状态
7:公司有28个亿货币资金,短期和长期负债少,能还的钱但大概率不愿意还钱。而且还是国企。规模还大暂时不考虑了 | ||||||||||
470 最低价93 防守非常好 规模4.4亿规模中等。
下修无限制,每次都是3个月不下修 2025-03-21重新计算
科创板 医药生物-医疗器械-医疗耗材
公司2024年预估盈利0.73亿&&营业收入为5.57亿 ,公司21-24年利润为1.7, 0.88, 0.35, 0.73。每年营业收入都大于4.73亿,每年的经营现金流大约为1亿不错
1:剩余的转债规模4.4亿约等于最近4年多的公司净利润
2:当前价格107.42 到期赎回价110 2028-06-28 剩余年限3.27
3:流通市值为26.7亿元,自由流通市值为11.3亿元(非常小)
4:实控人股份占比42%不错。
5:从净利润和营业收入来看暂无退市风险。今年利润不错
6:质押:无 公司目前处于中估状态,业绩不错
7:公司流动资产7.65亿
4.8亿货币资金(不包括应收账款和票据1.37亿)
到期收益:2%
流动负债总计 0.84亿(包含短期负债0 + 应付账款和票据0.28亿)
非流动负债总计: 3.78亿(包含长期借款0亿+ 应付债券3.54亿)
公司在回购并且董事长在增持
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很小,公司现金流不错。转债规模4.4亿不错,公司下修无限制,公司在观望下修,可能短期不会下修。但公司绝对安全, 绝对不会想还钱,或强赎,或下修,或到期还钱 或负溢价率转股。唯一缺点是剩余3.27年以及概念太少。 | | 118010 | 洁特转债 | 107.571 | -0.90% | -0.48% | -1.29% | 2.95% | 7.58% | 9.72% | 2.95% | 688026 | 洁特生物 | 15.25 | -1.10% | 3.39% | 3.11% | 18.86% | -6.10% | 22.58% | 18.86% | 11.86% | 3.042 | -0.96 | 1.72 | 1.83 | 32.66 | 3.03% | 0.47% | 22.49 | 25.93 | 23.33% | 28.30% | - | 21.39 | 21.41 | 4.63 | -24.06% | 0.35 | -60.34% | 48.02 | 31.76 | 0.000 | - | 238.73% | 11.97% | 346.30 | 至少还需5天10/15 | 30***** 转股价不下修记录
| 医疗耗材 | 广东 | 96.07 | A+ | 增强 | 53.02% | 33.61 | 62.43 | 0/15 | 30 | 110.00 | 20.60% | 20.60% | 21.60% | 28-06-28 | 3.24年 | 4.400 | 3190.80 | 4209.13 | 6.73% | 1.95% | 1.94% | 1.12% | 增强 | 42.31% ↑ | 4.400 | 4.733 | 114.30 | 最低价93 防守非常好 规模4.4亿规模中等。
下修无限制,每次都是3个月不下修 2025-03-21重新计算
科创板 医药生物-医疗器械-医疗耗材
公司2024年预估盈利0.73亿&&营业收入为5.57亿 ,公司21-24年利润为1.7, 0.88, 0.35, 0.73。每年营业收入都大于4.73亿,每年的经营现金流大约为1亿不错
1:剩余的转债规模4.4亿约等于最近4年多的公司净利润
2:当前价格107.42 到期赎回价110 2028-06-28 剩余年限3.27
3:流通市值为26.7亿元,自由流通市值为11.3亿元(非常小)
4:实控人股份占比42%不错。
5:从净利润和营业收入来看暂无退市风险。今年利润不错
6:质押:无 公司目前处于中估状态,业绩不错
7:公司流动资产7.65亿
4.8亿货币资金(不包括应收账款和票据1.37亿)
到期收益:2%
流动负债总计 0.84亿(包含短期负债0 + 应付账款和票据0.28亿)
非流动负债总计: 3.78亿(包含长期借款0亿+ 应付债券3.54亿)
公司在回购并且董事长在增持
总结: 公司24年业绩变好,目前公司市值估值处于中位,公司短期和长期偿债压力很小,公司现金流不错。转债规模4.4亿不错,公司下修无限制,公司在观望下修,可能短期不会下修。但公司绝对安全, 绝对不会想还钱,或强赎,或下修,或到期还钱 或负溢价率转股。唯一缺点是剩余3.27年以及概念太少。 | ||||||||||
471 下修无限制 | | 113633 | 科沃转债 | 110.368 | -0.44% | -1.28% | -0.72% | 1.26% | 4.11% | 5.56% | 1.26% | 603486 | 科沃斯 | 54.71 | -7.21% | -12.04% | -5.74% | 16.40% | 5.31% | 46.58% | 16.40% | 9.66% | 2.543 | -1.12 | -10.56 | 4.52 | 63.91 | 9.51% | 0.55% | 64.00 | 22.54 | 21.37% | 47.53% | 0.41% | 311.41 | 314.74 | 155.02 | 1.16% | 6.12 | -63.96% | 175.17 | 31.23 | 0.000 | - | 253.38% | 3.09% | 363.75 | 暂不 2025-06-09 重新计***** 转股价不下修记录
| 清洁小家电 | 江苏 | 107.06 | AA | 增强 | 50.83% | 122.62 | 227.72 | 0/15 | 30 | 110.00 | 3.30% | 3.30% | 33.84% | 27-11-30 | 2.66年 | 10.396 | 1563.87 | 44780.32 | 1.36% | 1.41% | 1.01% | 0.09% | 增强 | 26.40% ↓ | 10.396 | 11.474 | 113.30 | 下修无限制 | ||||||||||
472 公司有钱,到期赎回价:106
剩余1.77年
到期时间为2026-07-28
转债占比:23.3%
剩余规模: 2.25亿 小规模
可下修到底: 0.921
不可下修到底,需要正股努力 可以通过减值,促使每股净资产减值
2025-01-20重新计算下修时间
货币资金:16.7-5.13 钱多 可能不愿意下修 | | 128124 | 科华转债 | 106.180 | 0.08% | 0.18% | -0.30% | 1.40% | 4.54% | 6.67% | 1.40% | 002022 | 科华生物 | 5.90 | 0.51% | 0.17% | -2.96% | -6.50% | -17.94% | -32.18% | -6.50% | 24.73% | 1.274 | 0.02 | -0.64 | 0.77 | -7.84 | -5.24% | 0.00% | -1.00 | 1.89 | 7.88% | 20.10% | 1.40% | 30.34 | 30.34 | 24.28 | -65.16% | -2.34 | -124.09% | 20.64 | 28.59 | 0.000 | - | 271.45% | 5.46% | 377.63 | 暂不 2025-08-11 重新计***** 转股价不下修记录
| 体外诊断 | 上海 | 100.68 | A+ | 增强 | 40.88% | 14.45 | 26.83 | 0/15 | 30 | 106.00 | 7.40% | 7.40% | 1.78% | 26-07-28 | 1.32年 | 2.252 | 314.84 | 2978.85 | 1.32% | 0.98% | 0.95% | -0.13% | 增强 | 20.03% ↓ | 2.252 | 2.391 | 107.50 | 公司有钱,到期赎回价:106
剩余1.77年
到期时间为2026-07-28
转债占比:23.3%
剩余规模: 2.25亿 小规模
可下修到底: 0.921
不可下修到底,需要正股努力 可以通过减值,促使每股净资产减值
2025-01-20重新计算下修时间
货币资金:16.7-5.13 钱多 可能不愿意下修 | ||||||||||
473 科创板
现价100.5 99可买入少量当做收息或者现金替代,因为有可能会下修
到期收益3.5% 规模4.83亿 占比7% 剩余年限3.62年 正股市值70亿
货币资金: 9.75亿 + 1亿其它流动资产
应收票据5亿 和 应收账款26亿(23亿为一年以内的)
应付债券3.85亿 短期借款1亿+5亿其它流动负债
应付票据12亿+应收账款5.74亿 股利2亿
从公司负债来看,公司其实财务压力很大的
2024-12-30才重新计算下修日子, 下修是不受每股净资产限制的
目前公司大股东合计持有29%股份
24年经营现金流为-10亿以上,挣得很多钱都是白条
净利润基本就是22年和23年挣钱比较多 其他年份基本不挣钱
行业为光伏 | | 118014 | 高测转债 | 108.100 | 0.09% | 1.24% | -0.45% | 4.85% | 7.62% | 3.94% | 4.85% | 688556 | 高测股份 | 10.34 | -3.00% | -6.59% | -2.64% | -7.51% | -37.75% | -44.99% | -7.51% | 12.87% | 3.118 | 0.30 | -5.57 | 1.44 | 12.47 | 46.16% | 12.37% | 28.69 | 5.24 | 12.99% | 49.22% | 4.10% | 56.54 | 56.54 | 61.84 | 73.19% | 14.61 | 85.28% | 35.66 | 29.00 | 0.000 | - | 272.81% | 13.65% | 380.91 | 暂不 2025-04-21 重新计**** 转股价不下修记录
| 光伏加工设备 | 山东 | 95.12 | A+ | 增强 | 55.20% | 24.96 | 46.36 | 0/15 | 30 | 110.00 | 8.50% | 8.50% | 34.19% | 28-07-18 | 3.29年 | 4.832 | 371.75 | 10252.13 | 0.71% | 1.79% | 1.55% | 0.79% | 增强 | 49.28% ↓ | 4.832 | 5.223 | 113.60 | 科创板
现价100.5 99可买入少量当做收息或者现金替代,因为有可能会下修
到期收益3.5% 规模4.83亿 占比7% 剩余年限3.62年 正股市值70亿
货币资金: 9.75亿 + 1亿其它流动资产
应收票据5亿 和 应收账款26亿(23亿为一年以内的)
应付债券3.85亿 短期借款1亿+5亿其它流动负债
应付票据12亿+应收账款5.74亿 股利2亿
从公司负债来看,公司其实财务压力很大的
2024-12-30才重新计算下修日子, 下修是不受每股净资产限制的
目前公司大股东合计持有29%股份
24年经营现金流为-10亿以上,挣得很多钱都是白条
净利润基本就是22年和23年挣钱比较多 其他年份基本不挣钱
行业为光伏 | ||||||||||
474 95买入博弈下修 | | 127089 | 晶澳转债 | 111.201 | -0.09% | -2.53% | 2.37% | 11.43% | 20.93% | 6.71% | 11.43% | 002459 | 晶澳科技 | 11.17 | -2.27% | -9.63% | -11.28% | -18.76% | -24.27% | -38.44% | -18.76% | 20.37% | 4.097 | -0.32 | -9.36 | 1.17 | -76.51 | 22.52% | 5.04% | -1.00 | 2.21 | 55.73% | 72.15% | 0.47% | 369.22 | 369.69 | 815.56 | 11.74% | 70.39 | 27.21% | 38.22 转股价下修1次,成功下修0次
注:灰色斜体为预估值(取20日均价和T-1日均价的高值) | 29.23 | 0.000 | - | 280.49% | 8.46% | 391.69 | 提议 2025-04-16股东大会***** 转股价不下修记录
| 光伏电池组件 | 河北 | 102.53 | AA+ | 增强 | 53.16% | 26.75 | 49.69 | 0/15 | 30 | 108.00 | 24.30% | 24.20% | 22.65% | 29-07-18 | 4.29年 | 89.593 | 27047.99 | 44574.56 | 2.72% | 1.20% | 0.23% | -0.29% | 增强 | 59.30% ↑ | 89.593 | 99.628 | 112.30 | 95买入博弈下修 | ||||||||||
475 | | 118020 | 芳源转债 | 95.673 | 0.44% | -0.44% | 2.08% | 6.81% | 24.76% | -2.65% | 6.81% | 688148 | 芳源股份 | 4.63 | -0.22% | -3.54% | -13.94% | -6.46% | -20.58% | -13.62% | -6.46% | 32.51% | 3.028 | -0.30 | -7.77 | 2.71 | -4.76 | -35.28% | 0.00% | -1.00 | 24.88 | 70.26% | 73.59% | - | 23.62 | 23.62 | 21.02 | -28.37% | -4.55 | -8921.09% | 18.63 | 24.85 | 0.000 | - | 284.97% | 5.01% | 380.64 | 暂不 2025-04-26 重新计***** 转股价不下修记录
| 电池化学品 | 广东 | 91.11 | A- | 增强 | 62.42% | 13.04 | 24.22 | 0/15 | 30 | 120.00 | 27.20% | 27.20% | 31.59% | 28-09-23 | 3.48年 | 6.418 | 991.67 | 2150.07 | 1.62% | 0.91% | 8.82% | 7.38% | 增强 | 30.85% ↓ | 6.418 | 6.140 | 127.20 | - | ||||||||||
476 下修无限制 | | 123065 | 宝莱转债 | 119.022 | -0.95% | -0.32% | -4.42% | 1.40% | 3.98% | 6.91% | 1.40% | 300246 | 宝莱特 | 7.14 | -0.14% | 0.42% | -3.77% | 8.35% | -15.10% | -9.39% | 8.35% | 13.45% | 1.395 | -1.75 | -1.38 | 1.48 | -12.29 | -4.78% | 0.00% | -1.00 | 6.25 | 31.87% | 45.87% | 2.45% | 15.09 | 18.89 | 11.94 | 0.87% | -0.65 | -394.52% | 24.02 | 29.73 | 0.000 | - | 300.41% | 5.31% | 419.43 | 暂不 2025-09-10 重新计**** 转股价不下修记录
| 医疗设备 | 广东 | 113.02 | AA- | 增强 | 54.73% | 16.81 | 31.23 | 0/15 | 30 | 115.00 | 14.50% | 11.60% | 18.00% | 26-09-04 | 1.42年 | 2.188 | 356.71 | 3963.31 | 1.36% | 2.62% | -0.92% | -3.03% | 增强 | 27.72% ↓ | 2.188 | 2.604 | 117.50 | 下修无限制 | ||||||||||
477 | | 113589 | 天创转债 | 210.483 | -0.37% | -1.63% | 0.50% | -11.89% | -0.14% | 106.02% | -11.89% | 603608 | *ST天创 | 4.65 | 0.65% | 0.65% | 13.41% | 25.00% | 54.49% | -17.41% | 25.00% | 54.65% | 2.008 | -0.75 | 6.12 | 1.73 | -44.71 | -2.28% | 0.00% | -1.00 | 55.69 | 24.30% | 33.74% | - | 19.52 | 19.52 | 12.74 | 0.06% | -0.30 | 83.13% | 12.29 | 37.84 | 0.000 | - | 456.31% | 110.86% | 666.79 | 暂不 2025-05-07 重新计***** 转股价不下修记录
| 鞋帽及其他 | 广东 | 99.82 | A- | 增强 | 45.84% | 8.60 | 15.98 | 0/20 | 30 | 110.00 | 3.40% | 3.40% | - | 26-06-24 | 1.23年 | 0.666 | 1829.04 | 1069.55 | 13.00% | 0.55% | -40.74% | -41.71% | 增强 | 26.75% ↓ | 0.666 | 1.402 | 111.80 | - | ||||||||||
478 | | 113575 | 东时转债 | 159.921 | -3.30% | -5.59% | 1.33% | -10.47% | -9.57% | -6.44% | -10.47% | 603377 | ST东时 | 3.13 | 0.32% | -0.32% | 29.88% | 30.42% | 107.28% | -28.21% | 30.42% | 88.96% | 1.435 | -3.48 | 6.94 | 1.31 | -4.54 | -18.53% | 0.00% | -1.00 | 12.82 | 37.95% | 57.39% | 10.54% | 22.38 | 22.38 | 10.42 | 4.22% | -3.62 | -502.89% | 12.15 | 25.76 | 0.000 | - | 520.78% | 94.36% | 680.70 | 30/15 | 30*** 转股价不下修记录
| 培训教育 | 北京 | 82.28 | B | 增强 | 63.02% | 8.51 | 15.80 | 0/15 | 30 | 108.00 | 4.40% | 4.40% | - | 26-04-09 | 1.02年 | 0.979 | 33362.22 | 3196.23 | 209.60% | 1.43% | -31.25% | -32.43% | 增强 | 13.34% ↓ | 0.979 | 1.566 | 110.00 | - |

